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 terminalFamily Office DailyFamily offices & private capitalInsurance 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 20, 2026The Morning Brief →Sign in
person

Matt Cooper

In network coverage since October 20, 2026 · 3 stories
Network coverage
exit

Beacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss

Beacon Pointe's three deals push its total past $70 billion in assets under management; Atlantic Swiss oversees more than $1 billion in assets under management and administration.
M&A · Oct 20Beacon Pointe closes three RIA deals, lifting assets under advisement to about $70 billion
The Close · Oct 20Beacon Pointe adds $1.35B across three RIAs, passing $70B
Every weekday · 6:30 a.m. ET

The Morning Brief

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