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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Horizon Wealth Management Group

In network coverage since September 15, 2026 · 9 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal closedLSA Portfolio Analytics — coverage
Network coverage
Active

VettaFi poll: 42% of advisors favor active core bond funds

A late-October VettaFi webcast poll found 71% rebalancing into bonds cautiously; panelists said the Bloomberg US Aggregate has grown Treasury-heavy.
The Advisor's Note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
The Wrap · Sep 25Captrust and LPL are buying whole practices now
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23An OCIO deal that is really an ETF distribution deal
The Wrap · Sep 16Creative Planning Now Owns the Consultant Search
Moves · Sep 16Planning software and a named service desk are LPL's recruiting pitch
Features · Sep 16Recruiting's new currency: peer networks and plan relationships
Moves · Sep 15LPL takes a $385 million retiree book from Wells Fargo's independent arm
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