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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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Wealth Enhancement

In network coverage since September 22, 2026 · 16+ stories
14Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Shufro-Glass Group
Sep 22 · from Shufro Rose & Co.
Departures
None tracked.
Deal recordFull tracker →
Sep 30, 26Deal announcedRWA Wealth Partners — coverage
Sep 30, 26Deal announcedRWA Wealth Partners · $22.5B — coverage
Sep 29, 26Deal announcedRWA Wealth Partners · $22 — coverage
Sep 29, 26Deal announcedRWA Wealth Partners · $22 — coverage
Aug 31, 26Deal announcedDickerson Jackson & Associates · $376M — coverage
Aug 31, 26Deal announced · $376M — coverage
Aug 17, 26Deal announcedWeinand Financial · $644M — coverage
Aug 17, 26Deal announced · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Aug 14, 26Deal closedWeinand Financial · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Jul 31, 25Deal announcedWeinand Financial · $644
Jul 27, 25Deal announcedMiramar Capital · $592
Jul 24, 25Deal announcedCloud Investments · $462
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Evergreen & Interval Funds · Oct 22W1M sale enters second round with Bridgepoint, Bain and Aquiline
Succession & selling a firm · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September
Succession & selling a firm · Oct 15DeVoe: RIA deal count falls 17% in Q3; $5B-plus sellers set record
M&A · Oct 15RIA deal volume falls 17% in Q3 as mega sellers set a record
The Advisor's Note · Oct 15Morgan Stanley reports $15.2 billion in alternative net flows
Products & portfolios · Oct 14Wealth Enhancement strategist says AI creates false diversification in alternatives
The Close · Oct 13Wealth Enhancement strategist warns AI can cause false diversification in alternatives
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA
M&A · Sep 30Wealth Enhancement agrees to acquire RWA Wealth Partners, a $22.46 billion Boston RIA
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 22Cerity buys the last of Shufro Rose, team by team
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