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Wealth Advisor Daily
You’re reading this edition
Edition No. 063
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, October 15, 2026
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The Book
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deals & moves · 7d
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Cameron Hoerner
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Piper Sandler
·
Reported Oct 15
In network coverage since October 15, 2026 · 2 stories
Network coverage
M&A
Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx
DeVoe counted 77 deals, down 17%, and says reaching its annual record now needs 79 in the fourth quarter.
exit · Oct 15
DeVoe counts 77 third-quarter RIA deals, down 17%; a record year needs 79 in Q4
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