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Wealth Advisor Daily
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Monday, October 5, 2026The Morning Brief →Sign in
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Rick Buoncore

In PWD coverage since August 17, 2026 · 5 stories
PWD coverage
Moves

MAI puts an integrator in charge of growth

Carlyle-backed MAI adds a 30-year operations veteran to its top leadership as the buying spree gives way to integration.
exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta
M&A · Aug 18MAI buys $490M Waypoint to enter Atlanta
The Close · Aug 17Atlanta is the new front in the RIA roll-up war
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