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

In PWD coverage since September 19, 2026 · 16+ stories
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Legacy Edge Advisors
Sep 2 · to Legacy Edge Advisors
Deal recordFull tracker →
Sep 30, 26Deal closedNuveen · Schroders · $2.6K — coverage
PWD coverage
advisers

Halbert Hargrove built one client's income plan on four unbilled annuities

Fee-based products account for about 1% of annuity premiums, a 2025 LIMRA study finds, while insurers name the RIA channel their likeliest growth market.
the_wrap · Oct 2T. Rowe Price flags private credit in annuities as retirees hesitate to spend
the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration
investments · Oct 1Nuveen closes $13 billion Schroders deal, creating a $2.6 trillion manager
income · Oct 1TIAA study ties AI and GLP-1 longevity to retirement funding worries
the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
RIA · Oct 1TIAA survey: twice as many respondents favor exercise and diet as financial planning
income · Oct 1TIAA survey finds 53% of adults fear outliving savings
book · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending
the_wrap · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending
M&A · Oct 1Nuveen completes Schroders acquisition and keeps it separate for 12 to 18 months
practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
Deals & PE · Sep 28Brixmor and Everview agree to take Slate Grocery REIT private at $2.3B
launches · Sep 21Nuveen's 0.37% bond ETF bets on the index's blind spots
The Close · Sep 19The talent war moved up the org chart
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