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Wednesday, September 30, 2026The Morning Brief →Sign in
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Steward Partners

In PWD coverage since September 17, 2026 · 8 stories
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Michael Stark
Sep 17 · from American Financial Advisors
Departures
None tracked.
Deal recordFull tracker →
Sep 16, 26Deal announcedAmerican Financial Advisors · $950M — coverage
PWD coverage
book

Butler researchers pitch a flexible 3% rule as a 4% withdrawal alternative

The Butler paper pairs a fixed, inflation-adjusted baseline with performance-based withdrawals, while advisors say taxes, RMDs and client behavior still shape the plan.
practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
Features · Sep 20The Breakaway Business Has Split in Two
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
The Close · Sep 17The next M&A multiple is a refill rate
M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it
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