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Wealth Advisor Daily
You’re reading this edition
Edition No. 065
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Saturday, October 17, 2026
The Morning Brief →
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The Book
The Exit
The Move
The Practice
The Portfolio
The Advisor's Note
Valuation Desk
Lookup
17
stories · 24h
791
deals & moves · 7d
25,956
firms & people tracked
223
sources monitored
● LIVE
asset manager
Bernstein
Watch
In network coverage since September 1, 2026 · 2 stories
Network coverage
Data
Eleven breakaways, 979 moves: custody is now the contract
The breakaway has become a rounding error; the month's deals show the talent war is being fought over custody networks and whole enterprises.
Features · Sep 1
Custody's new battlefield is the software that moves the book
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