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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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XYPN

In network coverage since August 20, 2026 · 11 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 28, 26Deal announcedJump — coverage
Sep 28, 26Deal announcedIncome Lab — coverage
Aug 19, 26Deal announcedCurrentClient — coverage
Network coverage
Features

RIA sale prices turn on retention; the structure carries the multiple

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
Moves · Oct 16XYPN opens president search as Vince Hockett plans spring 2027 retirement
Practice management · Oct 9XYPN AdviceTech judges press six finalists on fit with existing systems
Data · Oct 8XYPN's registration pipeline rises 83% to 110 firms
The Advisor's Note · Oct 8Merrill, Morgan Stanley, UBS, Wells Fargo lose net 517 experienced advisors in H1 2026
The Close · Oct 3Claude for Financial Advisors draws a fiduciary objection over portfolio math
The Close · Sep 30Merchant's $255.9 million Ironbark stake puts AI in the capital plan
RIA · Sep 29XYPN adds Income Lab as a member benefit for more than 2,300 planners
RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools
The Advisor's Note · Sep 12Mariner's $175 million bot budget is a supervision purchase
RIA · Aug 20XYPN turns its advice-tech winner into a member benefit
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