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Wealth Advisor Daily
You’re reading this edition
Edition No. 040
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, September 22, 2026
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The Book
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William Bruckner
Watch
In PWD coverage since August 26, 2026 · 4 stories
PWD coverage
exit
Buyers still pay up. They want the file first
Deal counts fell 9% while seller assets climbed 88%, and the gap between those two numbers is where a founder's pitch and the premium get decided.
M&A · Aug 26
RIA M&A assets nearly double on fewer, bigger deals
M&A · Aug 26
RIA deal count dips as acquired assets nearly double to $342.9 billion
The Close · Aug 26
The 89% question hanging over RIA M&A
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