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

In PWD coverage since September 23, 2026 · 4 stories
PWD coverage
The Close

The scarce input in consolidation is now the executive bench

Two deals, three empty C-suite seats at one firm, and a 48% seller-readiness rate trace to one shortage: the executive bench that no purchase agreement can supply.
the_wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist
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
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