Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Merit

In network coverage since September 4, 2026 · 8 stories
Network coverage
Features

The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets

Owners of $250 million-to-$1 billion RIAs sell into a market defined by closed sub-$1 billion deals and founders who stayed, not by headline AUM.
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
Recruiting & transitions · Sep 22Merrill sells the map while advisors get paid in equity
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
Features · Sep 4Schwab turns Vanguard's Altruist deal into a recruiting weapon
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.