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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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Holistiplan

In network coverage since August 14, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 16, 26Deal announcedMili — coverage
Aug 11, 26Deal announcedMili — coverage
Network coverage
The Close

Southern RIAs are selling direct access, and rollups can't buy it

Three standout Southern firms sell direct access—the one product an acquisition cannot transfer to the buyer's platform.
Practice management · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup
Retirement Advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network
RIA · Aug 14Mili, Holistiplan Integration Puts Tax Data in Client Meetings
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