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Monday, October 5, 2026The Morning Brief →Sign in
custodian

TD Ameritrade

In PWD coverage since August 19, 2026 · 9 stories
PWD coverage
M&A

Hightower splits the rollup from the growth unit to court a buyer

Separate presidents give a buyer two businesses to price, and put a systems résumé over the assets that need reconciling most.
Moves · Sep 22Hightower hires Vanguard's De Freitas, and the mandate is integration
Moves · Sep 22Hightower's new president is a bet on the operating layer
The Close · Sep 17State Street is renting the custody engine it used to own
practice · Aug 22Rebalancing software: the two-hour setup edge
portfolio · Aug 21Schwab's crypto line forces advisors to pick a side
M&A · Aug 20Stevens Capital nears $1B after acquiring Dallas CPA practice
Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting
Features · Aug 19Wealth's talent war moves to the C-suite
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