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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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Flourish

In network coverage since August 14, 2026 · 16+ stories
7Deals on our tracker
Deal recordFull tracker →
Oct 12, 26Deal announcedMassMutual — coverage
Oct 7, 26Deal announcedMassMutual — coverage
Sep 1, 26Deal announcedAquiline · MassMutual — coverage
Sep 1, 26Deal announcedAquiline · MassMutual — coverage
Sep 1, 26Deal announcedAquiline · MassMutual — coverage
Sep 1, 26Deal announcedAquiline Capital Partners — coverage
Jun 29, 26Deal announcedPrometheus · General Intuition · CuspAI · Generalist · Bezos Expeditions
Network coverage
Evergreen & Interval Funds

W1M sale enters second round with Bridgepoint, Bain and Aquiline

Rothschild advises on the sale; W1M was formed in 2024 from Waverton and London and Capital.
Features · Oct 16Schwab's RIA long-short margin loans average $51.4 billion; MassMutual adds securities-backed credit
Practice management · Oct 15MassMutual launches securities-backed credit line through Supernova Lending
RIA · Oct 15MassMutual launches securities-backed credit line with Supernova as lender
Products & portfolios · Oct 12MassMutual makes Flourish Cash available to its advisor network
RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals
Practice management · Oct 6Aquiline buys control of Flourish from MassMutual as Phase II lending rollout nears
Features · Sep 9Vanguard's trillion-dollar rollover pipeline
The Close · Sep 5The private bank hiding in an RIA cash platform
Features · Sep 5Blue Owl names the assets; the blind pool slips
M&A · Sep 4Flourish's PE buyout is a private-bank end run
The Advisor's Note · Sep 3Aquiline's Flourish Deal Puts Cash Sweeps in the Boardroom
Deals & PE · Sep 2The private-markets gateway is now the M&A target
Recruiting & transitions · Sep 2Aquiline's Flourish deal makes sweep revenue share a boardroom question
M&A · Sep 2Aquiline's Flourish control is a distribution play
Family Office · Aug 14Bezos Expeditions Tops Family Office AI Deals in 2026
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