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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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Morgan Stanley

PURCHASE, NY
CRD: 149777
In network coverage since October 21, 2026 · 16+ stories
$2TRegulatory AUMSEC Form ADV · Oct 24
29,481EmployeesForm ADV
10Deals on our tracker
-9Talent net · 12 months0 in · 9 out
Regulatory AUM · Aug 16 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -9 · 0 incoming events · 9 outgoing events
TruCore Advisors
Aug 26 · team liftout
Arrivals
None tracked.
Departures
Mitch Edwards
Aug 13 · to UBS
Jeff Stanley
Aug 13 · to UBS
James Taylor
Aug 27 · to Wells Fargo
Virgin-Herzburg Wealth Partners
Sep 4 · to Rockefeller Global Family Office
Caitlin Alcon
Sep 4 · to UBS
Richard Horn
Sep 4 · to UBS
Deal recordFull tracker →
Oct 13, 26Deal closedJLL Capital Markets · Bank of America · Equus Capital Partners · $718M — coverage
Oct 13, 26Deal closedJLL Capital Markets · Equus · Project Pegasus Industrial Portfolio · Bank of America · $718M — coverage
Oct 12, 26Deal announcedBNP Paribas · The RMR Group — coverage
Sep 13, 26Deal closedRoyal London Asset Management — coverage
Sep 10, 26Deal closedContego CLO X · Five Arrows Managers — coverage
Aug 26, 26Fund launchSymetra Investment Management — coverage
Aug 25, 26Deal announcedNuveen Green Capital · JLL · Barclays · Millennium Partners · $856M — coverage
Aug 17, 26Deal announced — coverage
Aug 17, 26Fund launch — coverage
Feb 24, 26Fund launchVestwell · Carta
Network coverage
Venture Capital

Anthropic files for Nasdaq IPO under ANT, $16.3B first-half revenue

The filing leaves the share count and price range blank; Anthropic and existing holders will both sell, with Goldman Sachs and Morgan Stanley among 24 underwriters.
The Close · Oct 26UBS and Ameriprise add advisor retention bonuses for 2026-27
Hedge Funds & Liquid Alts · Oct 26Hedge fund leverage lifts banks' nine-month equities revenue to $67bn
Plans & Sponsors · Oct 26Carta launches 401(k) with Morgan Stanley and Vestwell
Features · Oct 26UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
M&A · Oct 24Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple
Hedge Funds & Liquid Alts · Oct 23Barclays shifts balance sheet to Asia hedge fund financing
The Wrap · Oct 23Capital Group publishes 4%–5.5% range; Vanguard plans CITs
New funds · Oct 23First Trust seeks vote-free sub-adviser swaps at 22 funds
Direct Lending · Oct 23Obra Capital closes fifth CLO at $403.6 million
Evergreen & Interval Funds · Oct 23Goldman Sachs leads M&A advisers with $687.6bn in Q1–Q3
Moves · Oct 22RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
The Wrap · Oct 22Plan sponsors rank 401(k) education a top concern as workers lose track of old plans
The Wrap · Oct 22Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion
Retirement Advisers · Oct 22Morgan Stanley survey: 45% of sponsors rank 401(k) education among their top three concerns
Plans & Sponsors · Oct 21Morgan Stanley survey: 69% of plan sponsors rank advisor a top lineup resource
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