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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, September 10, 2026The Morning Brief →Sign in
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Sanchez Wealth Management Group

In PWD coverage since September 10, 2026 · 5 stories
2Deals on our tracker
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Aug 30 · team liftout
Deal recordFull tracker →
Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage
Sep 9, 26Deal announcedModern Wealth Management · $710 — coverage
PWD coverage
advisor_note

A zero-fee custody pitch turns due diligence upside down

Interactive Brokers has put a zero on the fee page; advisors now have to underwrite response times and export clauses before moving a dollar.
the_wrap · Sep 10EQT opens its Asia buyout book to individuals
the_tape · Sep 10Aggregators are buying the teams now
M&A · Sep 10Modern Wealth buys exits, and absorption is the constraint
exit · Sep 10A $710 million exit where the founder stays put
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