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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
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SEI Investments Company

In PWD coverage since August 19, 2026 · 6 stories
PWD coverage
practice

Consolidation stalls on the calendar and the calculator, not the client

Three studies show advisers chasing household assets without the hours or the numbers to back the pitch clients never hear.
advisers · Sep 23Advisers say they ask for more assets; 71% of clients say they were never asked
investments · Sep 14Great Gray rents the diligence half of its private markets CITs
RIA · Sep 11Clients keep the wallet until the tax saving gets a number
investments · Sep 1Constitution's Horizon CIT puts PE on the 401(k) menu
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
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