Our deal log recorded 751 wealth-management deal announcements and 660 closings in the past 30 days.
Read as a ratio, announcements and closings ran at roughly 1.1 to 1 across the window, suggesting new deal flow and completed transactions moved at comparable rates.
The two counts track separate events in the same window, not a cohort followed from announcement to close; a closing logged this month generally traces to an announcement logged months earlier, and the log does not pair the two, so the 91-event spread does not identify deals that stalled.
Recruiting activity was the larger volume story: the log counted 1,563 advisor moves in the same 30 days, more than the 751 deal announcements and 660 closings combined (1,411). Deal announcements were the second-busiest category behind advisor moves.
Advisor moves outweighed deal announcements and closings combined
Tracked events in the past 30 days
Show as table
| Label | Value (events) |
|---|---|
| Advisor move | 1.6K events |
| Deal announced | 751 events |
| Deal closed | 660 events |
| Tracked activity, past 30 days | Events |
|---|---|
| Advisor move | 1,563 |
| Deal announced | 751 |
| Deal closed | 660 |
| Executive change | 508 |
| Fund launch | 397 |
| Deal talk | 60 |
| New registration | 143 |
| Breakaway | 39 |
Reported by the Numbers desk from Private Wealth Daily deal log, 30-day activity tracking. Published . Corrections