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In PWD coverage since August 17, 2026 · 16+ stories

1Deals on our tracker

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Feb 28, 25Deal announcedLPL Financial Holdings Inc.

PWD coverage

practice

Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027

Savvy says multi-billion-AUM RIA prospects pulled the launch forward; Fidelity will collect client revenue and share a portion back.

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

the_wrap · Oct 1Treasury draft rules would auto-open 63.36 million child accounts

the_wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions

Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab

Data · Sep 24LPL's organic compounding rests on a modeled advisory mix

policy · Sep 24Trump Accounts enroll millions, but only 5% of the families they target

RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread

move · Sep 22Merrill sells the map while advisors get paid in equity

Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer

Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team

Moves · Sep 10&Partners' 125th practice is its second Commonwealth team in two weeks

Moves · Sep 2&Partners recruits $684M Fairbanks team from Commonwealth, its first Alaska practice

Moves · Aug 31&Partners lands its 123rd practice with an $838 million Wells team

Features · Aug 28The balance sheet is the new recruiting weapon

The Close · Aug 17Atlanta is the new front in the RIA roll-up war