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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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XY Planning Network

In network coverage since September 10, 2026 · 7 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 9, 26Deal announcedWealthtender — coverage
Network coverage
Features

The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets

Owners of $250 million-to-$1 billion RIAs sell into a market defined by closed sub-$1 billion deals and founders who stayed, not by headline AUM.
Features · Oct 26Hightower announced three RIA deals and closed none in 90 days
Features · Oct 18SEI hires Kristie Edling-Day from LPL Financial
Moves · Oct 7XYPN has 110 firms working toward registration, up from 60 a year earlier
Products & portfolios · Sep 25The 4% rule sets the floor; the ratchet handles the upside
Products & portfolios · Sep 17The blended risk score averages away the binding constraint
Practice management · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly
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