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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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RPI Financial Life Planners

In network coverage since August 19, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 19, 26Deal announcedStratos Wealth Enterprises · $400M — coverage
Aug 18, 26Deal announcedStratos Wealth Enterprises · $400M — coverage
Network coverage
Succession & selling a firm

SEI-backed Stratos acquires $400 million Illinois planning firm

A multi-year search brings RPI into SEI-backed Stratos with its name intact.
Deals & PE · Aug 19The platform arms race turns to software and services
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
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