PWD View

Opinion from the Private Wealth Daily editors: one argument at a time, made with evidence.

PWD View, newest first

PWD View, OpinionThe Close

UBS and Ameriprise add retention bonuses as recruiting turns fierce

Louis Diamond says paying a group to stay before it leaves differs from deferred compensation; Osaic's Shannon Reid calls recruiting "very, very fierce."

By PWD EditorsOct 27, 5:26 a.m. ET

PWD View, OpinionThe Close

Private credit fundraising falls 48% while hard assets gain 39%

2 hr ago

PWD View, OpinionThe Close

Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share

Yesterday

PWD View, OpinionThe Close

Fidelity's $100 million floor meets Anthropic's $4,800 minimum

Yesterday

PWD View, OpinionThe Close

Mariner seeks $150M term loan add-on, lifting debt to $1.3B

Yesterday

PWD View, OpinionThe Close

Orion to charge vendors for API access; Salesforce to meter AI calls

4 days ago

PWD View, OpinionThe Close

Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors

4 days ago

PWD View, OpinionThe Close

Mariner Wealth Advisors seeks $150M term loan add-on; Moody's projects 6.7x debt/EBITDA

5 days ago

PWD View, OpinionThe Close

EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value

5 days ago

PWD View, OpinionThe Close

ACORE Capital launches advisor wealth platform and names Mick Manning president

5 days ago

PWD View, OpinionThe Close

WealthManagement.com column says Vanguard-Altruist deal raises the bar for human advice

5 days ago

PWD View, OpinionThe Close

Fee-only RIAs' lost share went to insurance-licensed rivals, Cerulli finds

5 days ago

PWD View, OpinionThe Close

Focus Financial Partners adds Nevis AI platform; Modera launches Mira

6 days ago

PWD View, OpinionThe Close

WealthManagement.com column argues family capital, not estate paperwork, decides whether $120 trillion transfer survives

6 days ago

PWD View, OpinionThe Close

Cerulli: fee-only RIAs lose asset share despite client loyalty

6 days ago

PWD View, OpinionThe Close

63% of RIAs use AI; one in ten has fully integrated it into strategy

7 days ago

PWD View, OpinionThe Close

Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

7 days ago

PWD View, OpinionThe Close

Beacon Pointe adds $1.35B across three RIAs, passing $70B

7 days ago

PWD View, OpinionThe Close

Bank of America downgrades Ameriprise over the cost of retention bonuses

7 days ago

PWD View, OpinionThe Close

Fidelity's $100M custody minimum leaves 706 of 986 RIAs below it, PWD reports

8 days ago

PWD View, OpinionThe Close

HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

8 days ago

PWD View, OpinionThe Close

Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short

8 days ago

PWD View, OpinionThe Close

Ascensus routes flagged 401(k) participants to the plan’s own advisor

8 days ago

PWD View, OpinionThe Close

Janney opens Houston office with $3.5B team as Rockefeller adds Naples group

8 days ago

PWD View, OpinionThe Close

Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples

9 days ago

PWD View, OpinionThe Close

Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

10 days ago

PWD View, OpinionThe Close

S&P: Custodian referrals supplied about half of Mercer's first-half net new assets

11 days ago

PWD View, OpinionThe Close

Evergreen.ai study: advised AI users act unchecked at nearly triple unadvised rate

11 days ago

PWD View, OpinionThe Close

Evertern Wealth sends partners to multi-state families

12 days ago

PWD View, OpinionThe Close

Choreo hires ex-LPL ClientWorks chief Gabriel Rodriguez as CTO

13 days ago

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PWD View

PWD View, newest first

UBS and Ameriprise add retention bonuses as recruiting turns fierce

More

Private credit fundraising falls 48% while hard assets gain 39%

Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share

Fidelity's $100 million floor meets Anthropic's $4,800 minimum

Mariner seeks $150M term loan add-on, lifting debt to $1.3B

Orion to charge vendors for API access; Salesforce to meter AI calls

Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors

Mariner Wealth Advisors seeks $150M term loan add-on; Moody's projects 6.7x debt/EBITDA

EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value

ACORE Capital launches advisor wealth platform and names Mick Manning president

WealthManagement.com column says Vanguard-Altruist deal raises the bar for human advice

Fee-only RIAs' lost share went to insurance-licensed rivals, Cerulli finds

Focus Financial Partners adds Nevis AI platform; Modera launches Mira

WealthManagement.com column argues family capital, not estate paperwork, decides whether $120 trillion transfer survives

Cerulli: fee-only RIAs lose asset share despite client loyalty

63% of RIAs use AI; one in ten has fully integrated it into strategy

Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

Beacon Pointe adds $1.35B across three RIAs, passing $70B

Bank of America downgrades Ameriprise over the cost of retention bonuses

Fidelity's $100M custody minimum leaves 706 of 986 RIAs below it, PWD reports

HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short

Ascensus routes flagged 401(k) participants to the plan’s own advisor

Janney opens Houston office with $3.5B team as Rockefeller adds Naples group

Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples

Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

S&P: Custodian referrals supplied about half of Mercer's first-half net new assets

Evergreen.ai study: advised AI users act unchecked at nearly triple unadvised rate

Evertern Wealth sends partners to multi-state families

Choreo hires ex-LPL ClientWorks chief Gabriel Rodriguez as CTO