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Wealth Advisor Daily
You’re reading this edition
Edition No. 069
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 20, 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
28
stories · 24h
831
deals & moves · 7d
27,439
firms & people tracked
223
sources monitored
● LIVE
ria
CW Advisors
Watch
In network coverage since October 20, 2026 · 2 stories
1
Deals on our tracker
Deal record
Full tracker →
Dec 31, 24
Deal closed
Osaic
· $13.5B
Network coverage
M&A
LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%
DeVoe & Company's Q3 2026 Deal Book says LPL has bought more than 75 practices since 2021, and sellers above $5 billion have already set a full-year record.
exit · Oct 20
DeVoe: RIA deal volume down 17% as broker-dealers enter M&A
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