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Wealth Advisor Daily
You’re reading this edition
Edition No. 016
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Saturday, August 29, 2026
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In PWD coverage since August 27, 2026 · 3 stories
PWD coverage
advisor_note
The cap table now decides who wins $1B teams
Ownership equity, not the wirehouse checkbook, is deciding which firms land the next $1 billion team.
the_tape · Aug 28
Wells Fargo builds a private bank in a day
Moves · Aug 27
Wells Fargo turns the breakaway into a recruiting channel
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