Skip to content
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
ria

Steward Partners

In network coverage since September 17, 2026 · 12 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Deal announcedAmerican Financial Advisors · $950M — coverage
Network coverage
Data

Wealth managers announced 156 RIA deals, closed 50 in 90 days

Steward's Jim Gold says volume may run five times the reported count; Mariner seeks a $150 million term-loan add-on, taking debt to $1.3 billion.
The Close · Oct 26Mariner seeks $150M term loan add-on, lifting debt to $1.3B
M&A · Oct 23Steward CEO says RIA deal volume runs up to 5x tracked totals
Recruiting & transitions · Oct 13Eight Raymond James brokers register $1.4B RIA, keep custody at firm
Tax & estate planning · Oct 5Coastal 360 and Sovereign Financial use projections to show wealthy retirees they can spend
Tax & estate planning · Sep 30Butler researchers pitch a flexible 3% rule as a 4% withdrawal alternative
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
Features · Sep 20The Breakaway Business Has Split in Two
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
The Close · Sep 17The next M&A multiple is a refill rate
M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it
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.