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Wealth Advisor Daily
You’re reading this edition
Edition No. 058
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Saturday, October 10, 2026
The Morning Brief →
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The Book
The Exit
The Move
The Practice
The Portfolio
The Advisor's Note
Valuation Desk
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13
stories · 24h
896
deals & moves · 7d
21,867
firms & people tracked
223
sources monitored
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Focus Financial Partners
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In network coverage since August 25, 2026 · 13 stories
3
Deals on our tracker
Deal record
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Sep 9, 26
Deal closed
Rockefeller · Luminary · 8VC · Ten Coves Capital · BNY · Fin Capital
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coverage
Sep 9, 26
Deal closed
Rockefeller · Luminary · BNY
—
coverage
Sep 9, 26
Deal closed
Rockefeller · Luminary · 8VC · Ten Coves Capital · BNY · Fin Capital
—
coverage
Network coverage
RIA
Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals
Financial professionals affiliated with MassMutual can offer clients access to Flourish Cash, which Flourish says pays a rate 9x the nationwide savings account average.
M&A · Sep 25
Hightower splits the rollup from the growth unit to court a buyer
Features · Sep 18
The $83 trillion transfer is now a family-governance trade
Family Office · Sep 17
Brunson's family office runs the family and the business
The Close · Sep 15
Direct indexing's trillion-dollar forecast is a platform stat, not demand
Deals & PE · Sep 13
Real assets closed; AI and wealth kept talking
book · Sep 13
Luminary's $22 million round is a bet on the estate-document layer
Deals & PE · Sep 10
Three wealth platforms just bought a stake in the estate file
M&A · Sep 10
Envestnet's Vestmark price is a retention hedge
Deals & PE · Sep 10
Luminary's $22 million round puts its buyers on its cap table
move · Sep 2
Aquiline's Flourish deal makes sweep revenue share a boardroom question
M&A · Sep 2
Aquiline's Flourish control is a distribution play
exit · Aug 25
Calculator wave prices every advisor's exit
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