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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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FINTRX

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In network coverage since August 14, 2026 · 13 stories
Network coverage
Succession & selling a firm

DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

LPL, Cetera, Osaic and Raymond James compete with consolidators for the same practices, while $5 billion-plus sellers set a record, DeVoe says.
Family Office News · Oct 16Family offices completed 342 company deals worth $68.3 billion in Q3 2026, FINTRX says
Succession & selling a firm · Oct 16Family offices took part in 342 Q3 2026 deals with $68.3 billion disclosed capital
M&A · Oct 16Family-office Q3 deal capital totals $68.3 billion, with wealth-management consolidation among dominant themes
Direct & Co-Investments · Oct 15Family offices completed 342 company deals worth $68.3 billion in disclosed round capital in Q3, FINTRX report says
M&A · Oct 15Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx
Succession & selling a firm · Oct 15DeVoe counts 77 third-quarter RIA deals, down 17%; a record year needs 79 in Q4
Allocations & Managers · Oct 8Family offices logged 112 August deals, 34 involving AI
Recruiting & transitions · Oct 8Big four wirehouses lost a net 517 experienced advisors in first half of 2026
Recruiting & transitions · Oct 7Fidelity says a few hundred advisory firms face its $100 million custody cutoff
RIA · Oct 7Fidelity extends its $100 million custody minimum to 986 existing RIA relationships
Family Office · Aug 18Direct deals define the newest family offices
Family Office · Aug 14Bezos Expeditions Tops Family Office AI Deals in 2026
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