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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Rick Kent

In PWD coverage since September 10, 2026 · 4 stories
PWD coverage
The Close

Merit's succession shows the deal pipeline is now the hiring pipeline

A $33 billion Atlanta RIA handed its top two jobs to people it bought, which is what a deal machine looks like when it starts staffing itself.
RIA · Sep 22Merit hands the CEO chair to its roll-up architect
move · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
M&A · Sep 10Vanguard paid $4.6 billion for the account rail
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