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Search the network’s Firm & Fund Lookup- TCW Group
Its TPAY private asset income fund is nearing $600M in assets
TCW's TPAY asset-backed fund nears $600 million in AUM - TPAY private asset income fund
Nearing $600M in assets and targeting 8% to 10% annual net return
TCW's TPAY asset-backed fund nears $600 million in AUM - Edward Jones
Lost Matt Griggs's practice to LPL Financial platforms
Raymond James lands $460M father-son team from Wells Fargo - Griggs Investment Group
Moved from Edward Jones to LPL with advisor Matt Griggs
Raymond James lands $460M father-son team from Wells Fargo - Krawec Wealth Management of Raymond James
Will be the Krawecs' practice at Raymond James in Westlake
Raymond James lands $460M father-son team from Wells Fargo - Wells Fargo
Lost the Krawec team managing over $460M to Raymond James
Raymond James lands $460M father-son team from Wells Fargo - William Blair
Opened a Dallas wealth office staffed by a UBS team
Raymond James lands $460M father-son team from Wells Fargo - Capital Group
Research found 83% of advisors use AI weekly but only 13% for frontier work
Capital Group: 13% of advisors use AI beyond basics - Oak Hill Advisors
Subsidiary runs OFLEX and OCREDIT private credit funds
T. Rowe Price plans 15 alts salespeople for advisors by year-end - OCREDIT
Private credit fund already available and run with Oak Hill
T. Rowe Price plans 15 alts salespeople for advisors by year-end - T. Rowe Price Goldman Sachs Private Market fund
Launched in July as a private market fund for advisor diligence
T. Rowe Price plans 15 alts salespeople for advisors by year-end - ASO Meridian Holdings
Holding company through which the two founders own the new RIA.
J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion - BNY's Pershing Advisor Solutions
Will handle custody and lending for the new RIA.
J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion - Charles Schwab & Co.
Will provide custody and lending services to the new RIA.
J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion - Allspring Global Investments
Adds active strategies to Vestmark's tax-aware model portfolio platform.
Vestmark and Allspring build tax-aware model portfolios - Quorus
Provides portfolio implementation platform for co-branded model portfolios.
Vestmark and Allspring build tax-aware model portfolios - Return Stacked ETFs
Forms strategic relationship for co-branded capital-efficient model portfolios.
Vestmark and Allspring build tax-aware model portfolios - Vestmark Advisory Solutions
Provides outsourced management and tax-overlay support in the infrastructure.
Vestmark and Allspring build tax-aware model portfolios - Alexandria Real Estate Equities
Named in a $136 million announced Oct. 27 real estate transaction.
Seven real estate deals total $1.22 billion on Oct. 27 - Carmel Partners
Named in a $152 million announced Oct. 27 real estate transaction.
Seven real estate deals total $1.22 billion on Oct. 27 - Crow Holdings Capital
Named in the largest $333.3 million closing among Oct. 27 deals.
Seven real estate deals total $1.22 billion on Oct. 27 - Greystar
Named in the largest $333.3 million closing among Oct. 27 deals.
Seven real estate deals total $1.22 billion on Oct. 27 - JLL Capital Markets
Named in the largest $333.3 million closing among Oct. 27 deals.
Seven real estate deals total $1.22 billion on Oct. 27 - Kushner Real Estate Group
Named in a $163.9 million closing among Oct. 27 real estate deals.
Seven real estate deals total $1.22 billion on Oct. 27 - Midtown Equities
Named in the largest $170 million announced transaction, ranking second.
Seven real estate deals total $1.22 billion on Oct. 27
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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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