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Private Wealth Daily
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In network coverage since September 1, 2026 · 7 stories
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M&A

OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion

The Bast deal adds a little over 2% to OnePoint's assets, and the terms nobody published are the ones that will price the next team through the door.
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
RIA · Sep 1Sowell builds an in-house tax team for $5 million households
M&A · Sep 1Grimes' tax-practice deal is a retention play
Moves · Sep 1Cyndeo hires Dynasty's Casey Jorgensen to run growth
Features · Sep 1Custody's new battlefield is the software that moves the book
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
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