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Wealth Advisor Daily
You’re reading this edition
Edition No. 020
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 2, 2026
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The Book
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16
stories · 24h
1088
deals & moves · 7d
6,852
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192
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Aquiline Capital Partners
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In PWD coverage since August 20, 2026 · 4 stories
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Sep 1, 26
Deal announced
Flourish
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coverage
PWD coverage
Deals & PE
The private-markets gateway is now the M&A target
Vanguard's $4.6 billion Altruist purchase, Aquiline's Flourish control, and Nasdaq's Dasseti close show buyers paying for distribution rails rather than client books.
move · Sep 2
Aquiline's Flourish deal makes sweep revenue share a boardroom question
plans · Aug 26
Rival Companies to buy Smart USA's managed-account arm
Deals & PE · Aug 20
Stone Point, Genstar to jointly own Ascensus
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