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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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Jim Atwood

In network coverage since October 19, 2026 · 10 stories
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Features · Oct 26UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise
RIA · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens
Recruiting & transitions · Oct 19Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak
Moves · Oct 19Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak
Recruiting & transitions · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
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