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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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Wealth Enhancement Group

In network coverage since August 18, 2026 · 7 stories
Network coverage
Succession & selling a firm

MarshBerry tallies record 294 U.S. wealth advisory deals through September

Private-equity-backed acquirers took 72% of announced deals through Q3; the ten most active buyers took one-third of all announced transactions.
Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM
M&A · Sep 1Wealth Enhancement adds a $376 million Virginia tuck-in
Succession & selling a firm · Aug 26Scale commands record prices as RIA deal count falls
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography

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