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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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Modern Wealth

In network coverage since September 22, 2026 · 10 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 24, 26Deal closed · $290M — coverage
Network coverage
Data

Steward CEO Jim Gold says RIA deal volume may run five times reported

His own firm's 12-month mix implies about 1.7 times the reported count; announced comps run from $330 million to $1 billion.
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Moves · Oct 23Modern Wealth acquires 4thGEN, a $330M California practice
The Close · Oct 20Beacon Pointe adds $1.35B across three RIAs, passing $70B
M&A · Oct 20Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA
Recruiting & transitions · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
Succession & selling a firm · Sep 22Buyers still pay up. They want the file first
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