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Wealth Advisor Daily
You’re reading this edition
Edition No. 067
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 19, 2026
The Morning Brief →
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The Book
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deals & moves · 7d
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Maura Creekmore
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Broadridge
·
Reported Oct 10
In network coverage since August 24, 2026 · 2 stories
Network coverage
The Close
Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn
Adam Vos moves from Pershing's corporate side to run the unit, Ainslee Simmonds is out, and tracking logs four more BNY Pershing executive changes the same day.
Moves · Aug 24
The custody layer gets its own talent war
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