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Orion

In PWD coverage since September 14, 2026 · 16+ stories

3Deals on our tracker

Deal recordFull tracker →

Sep 13, 26Fund launchAnthropic PBC — coverage

Aug 31, 26Deal announcedBlackRock · Fidelity Investments · Vanguard Group — coverage

Jul 31, 26Deal announcedGoldman Sachs Custody Solutions

PWD coverage

practice

Aquiline buys control of Flourish from MassMutual as Phase II lending rollout nears

MassMutual retains a stake described as significant in the cash platform used by 1,300 RIAs; no purchase price is disclosed.

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

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

practice · Oct 5Compound Planning runs $5 billion on software its own engineers write

RIA · Oct 5Morningstar survey: 40% of advisors offer private markets as optimism falls

Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years

Data · Sep 24One firm holds 27 percent of the world's $23 trillion ETF market

practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

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

practice · Sep 17Claude for advisors hits the workflow wall

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

The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions

RIA · Sep 14Anthropic's RIA play runs through seven integration partners