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In PWD coverage since September 10, 2026 · 16+ stories

$155BRegulatory AUMSEC Form ADV · Oct 3

648EmployeesForm ADV

Regulatory AUM · Aug 16 – Oct 3

PWD coverage

Moves

Ameriprise leaks $9.3 billion as custody platforms win

A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices

The Close · Sep 24The private-markets TDF case rests on private equity alone

Moves · Sep 23The RIA C-suite is being rebuilt around the plan record

advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff

Data · Sep 22Recruiting outran breakaways 109 to one last month

Data · Sep 19Wealth's talent war is a block trade

Data · Sep 17Consolidation is clearing one advisor book at a time

Data · Sep 162,433 advisors changed firms in 30 days. Ten changed custodians.

practice · Sep 15AI hands back five weeks a year; the error rate stays unquantified

Moves · Sep 15At Choreo, the integration job now comes with the HR title

Data · Sep 15The blank offering line is now the private-markets tell

the_wrap · Sep 15The platform buyers set Monday's advisor price

Data · Sep 14Recruiting's center of gravity has moved downstream

Data · Sep 11Tastytrade and MissionSquare just joined the advisor talent war

Data · Sep 10Four independents logged 495 events to UBS's 205