A
Daily Network
publication
Explore the network
The Daily Network
About the network →
Private Wealth Daily
Private wealth
→
Digital Capital Daily
Digital assets
→
ESG Capital Daily
Sustainable capital
→
ETF Daily
ETFs
→
ETF Pro AI
The fund terminal
→
Family Office Daily
Family offices & private capital
→
Insurance Capital Daily
Insurance capital
→
Interval Fund Daily
Semi-liquid funds
→
Private Credit Daily
Private credit
→
Private Infrastructure Daily
Infrastructure
→
Private Real Estate Daily
Real estate
→
Retirement Capital Daily
Retirement assets
→
Secondaries Daily
Secondaries
→
Wealth Advisor Daily
You’re reading this edition
Edition No. 055
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026
The Morning Brief →
·
Sign in
The Book
The Exit
The Move
The Practice
The Portfolio
The Advisor's Note
Valuation Desk
Lookup
52
stories · 24h
948
deals & moves · 7d
20,123
firms & people tracked
208
sources monitored
● LIVE
null
Chad Sarsfield
Watch
In network coverage since August 20, 2026 · 2 stories
Network coverage
the_wrap
Liftouts Turn Inward as Independents Raid Their Own
The same day brought a $1.6 billion Cambridge-to-LPL move, two four-advisor teams to Osaic, and a $1 billion Citizens grab — evidence that independent platforms now compete on capital, not just independence.
Moves · Aug 20
Osaic lands Sarsfield father-son team with a $367M book
Every weekday · 6:30 a.m. ET
The Morning Brief
The latest from Wealth Advisor Daily, in your inbox every weekday. Free.
Subscribe — free