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In PWD coverage since September 11, 2026 · 16+ stories

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Sep 20, 26Deal announcedMeta · Bain & Company · Salesforce · Google · REI · Microsoft · Symbiosis — coverage

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Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years

RIABiz reports Bicknell co-owns Humanity Labs, whose agentic AI will handle back-office work in a plan aimed at absorbing acquired RIAs faster.

The Close · Oct 6BlackRock study finds advisors rank growth eighth for women who rank it first

sectors · Sep 28CBRE survey finds half of Asia-Pacific occupiers plan to expand offices

M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer

The Close · Sep 25Sellers arrive unprepared, and preparation is the next fee pool

investments · Sep 25AllianceBernstein hands its CEO job to its distribution chief

Moves · Sep 25AllianceBernstein hands its wealth builder the CEO job

products · Sep 23Mombak's $150 million Fund II rides Salesforce offtake and BNDES credit

Moves · Sep 22Hightower's new president is a bet on the operating layer

Deals & PE · Sep 21Carbon removal learns to write a purchase order

RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal

transition · Sep 21Symbiosis sells CFOs on the carbon offtake

adoption · Sep 16Iris bets carriers are the distribution stablecoins never had

Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution

practice · Sep 14Career changers cost more up front and less in churn

RIA · Sep 11Mariner's $175M bot army is an integration budget