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Wealth Advisor Daily
You’re reading this edition
Edition No. 062
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 14, 2026
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The Book
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27
stories · 24h
738
deals & moves · 7d
24,421
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In network coverage since September 11, 2026 · 6 stories
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Sep 10, 26
Deal announced
Hightower
· $1.6K
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coverage
Network coverage
move
Perennial and Economos teams launch with $1B-plus at Integrated Partners and LPL
The Perennial team moves more than $500 million from Hightower to an Integrated Partners platform, while Nick Economos takes about $580 million from Merrill to LPL's supported independence model.
M&A · Sep 30
Hightower agrees to buy $752M Sandy Cove for its W-2 channel
Moves · Sep 22
Hightower's new president is a bet on the operating layer
Deals & PE · Sep 12
Vanguard's $4.6 billion buys the account rail
Deals & PE · Sep 11
The Pentagon moves from AI referee to AI capital partner
M&A · Sep 11
The RIA deal is now a buy-down, not a purchase
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