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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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Wealthspire

In network coverage since August 19, 2026 · 12 stories
7Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal closedGround Control Business Management · Atlantic Swiss — coverage
Oct 19, 26Deal announcedGround Control Business Management · Atlantic Swiss · $1 — coverage
Oct 19, 26Deal announcedGround Control Business Management · Atlantic Swiss · $1B — coverage
Oct 5, 26Fund launchWealthspire Sports & Entertainment · $3 — coverage
Oct 5, 26Fund launchWealthspire Sports & Entertainment · $3 — coverage
Oct 5, 26Fund launchWealthspire Sports & Entertainment · $2.9B — coverage
Sep 30, 25Deal closedGround Control Business Management · Atlantic Swiss · $1B
Network coverage
M&A

Lido co-CEO floats cross-border wealth deals for $42.5B RIA

Stern named the Middle East, Europe, Asia and Mexico City as options; Creative Planning, Corient and Wealthspire have already made such deals.
Succession & selling a firm · Oct 20Beacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss
M&A · Oct 20Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager
The Close · Oct 20Beacon Pointe adds $1.35B across three RIAs, passing $70B
RIA · Oct 6Wealthspire launches a $2.88 billion sports and entertainment practice inside its family office
Tax & estate planning · Oct 6Chip Wilson's divorce has no reported prenup, and the planning gap advisors can fill
The Close · Oct 6Wealthspire launches $2.9B sports and entertainment practice inside its family office
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
The Close · Sep 21Convergence is buying the top of the market, not the middle
M&A · Sep 10Vanguard paid $4.6 billion for the account rail
RIA · Aug 24Levitt opens a New York base for Americans whose U.S. plans don't survive the move
RIA · Aug 19Wealthspire's client meetings are its recruiting office
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