A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 6, 2026The Morning Brief →Sign in
person

Jeff Concepcion

In PWD coverage since August 19, 2026 · 2 stories
PWD coverage
exit

SEI-backed Stratos acquires $400 million Illinois planning firm

A multi-year search brings RPI into SEI-backed Stratos with its name intact.
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.