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Wednesday, November 11, 2026 · Today’s edition, 6:30 a.m. ETWed, Nov 11 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Wealth With Options

In network coverage since November 5, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Nov 3, 26Deal closedBKFi · $225M — coverage
Network coverage
Features

Wealth deals top out below $20 billion as buyers pay for platforms

Seventeen deals closed in the week to Nov. 9 with a $1.3 billion median, and the two largest put capital into a channel and a firm rather than buying books.
Deals & PE · Nov 7CW Advisors and BKFi deals add $1.825 billion in client assets
M&A · Nov 5BKFi buys Wealth With Options, adding $225 million in client assets
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