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Private Wealth Daily

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Matt Regan

Wealthcare Capital Management · Reported Oct 21

In network coverage since September 16, 2026 · 3 stories

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Recruiting & transitions

Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work

Matt Regan and Rob Sandrew said solo advisors are weighing platform support against keeping their own Form ADV registration.

RIA · Oct 21Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms

Practice management · Sep 16RIA buyers have more capital than ever; holding period now wins deals

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