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Launched as one of three Tradr 2X Long daily funds that week.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Listed Funds Trust
Added HDAI, OVQ and SMNG as three new ETF products.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Managed Portfolio Series
Launched 14 ETFs, among the top eight issuers over eight weeks.
ETF launches fall to eight in week to Oct. 27, an eight-week low - MPWX
Launched as one of three Tradr 2X Long daily funds that week.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Overlay Shares Nasdaq 100 Income ETF (OVQ)
One of three ETFs added by Listed Funds Trust.
ETF launches fall to eight in week to Oct. 27, an eight-week low - PIMCO trusts
Filed two of the 25 485BPOS filings dated Oct. 27.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Themes ETF Trust
Filed 17 times over eight weeks, behind only EA Series Trust.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Tidal Trust I
Launched 31 ETFs in the eight weeks to Oct. 27.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Tidal Trust II
Launched 22 ETFs in the eight weeks to Oct. 27.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Tidal Trust III
Launched eight ETFs in the eight weeks to Oct. 27.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Tidal Trust IV
Launched 15 ETFs in the eight weeks to Oct. 27.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Tidal Trust V
Launched 41 ETFs in the eight weeks to Oct. 27.
ETF launches fall to eight in week to Oct. 27, an eight-week low - xETFs Samsung Group ETF (SMNG)
One of three ETFs added by Listed Funds Trust.
ETF launches fall to eight in week to Oct. 27, an eight-week low - Accelerated Wealth Partners
Hired Josh Bronfman after a $200 million J.C. Flowers commitment.
Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A - J.C. Flowers & Co.
Made a $200 million capital commitment before Bronfman's hire.
Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A - PractiFi
Its product head advised defining triggers and approvals before automating.
Concurrent, Practifi and Vanilla urge agentic AI for routine work - Vanilla
Vanilla CEO Gene Farrell said firms should aim for proactive AI
Concurrent, Practifi and Vanilla urge agentic AI for routine work - Capital A Management
Brought tax, tax preparation and Medicare planning in-house
Capital A Management brings tax and Medicare planning in-house - Prentice Wealth Management
Relocating clients pushed it to plan across states and tax jurisdictions
Capital A Management brings tax and Medicare planning in-house - Foundation for Financial Planning
Partnered with Schwab to host the first National RIA Day.
Schwab sets Feb. 17, 2027 for first National RIA Day - Investment Adviser Association
Partnered with Schwab to host the first National RIA Day.
Schwab sets Feb. 17, 2027 for first National RIA Day - Wallace Finance
Building enterprise Understudy tool to vet RIA acquisition targets
Wallace Finance builds AI digital-twin tool for RIA roll-up diligence - The Ensemble Practice
Published 2026 study finding industry organic growth near decade low
81% of advisors surveyed at SEI summit are more optimistic on organic growth than in 2025 - Broadcom
Organized a $63 billion loan for Anthropic TPU purchases
Anthropic adds six connectors to Claude for Financial Advisors - CAIS
Connector expands CAISey private-markets access inside Claude
Anthropic adds six connectors to Claude for Financial Advisors
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
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