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

In PWD coverage since September 10, 2026 · 16+ stories
4Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Piedmont Wealth Partners
Oct 1 · team liftout
Deal recordFull tracker →
Sep 16, 26Deal closedManova Partners — coverage
Sep 9, 26Deal closedFocus Financial Partners · Luminary · 8VC · Ten Coves Capital · BNY · Fin Capital — coverage
Sep 9, 26Deal closedFocus Financial Partners · Luminary · BNY — coverage
Sep 9, 26Deal closedFocus Financial Partners · Luminary · 8VC · Ten Coves Capital · BNY · Fin Capital — coverage
PWD coverage
Features

Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Concurrent announced its first platform purchase and HB Wealth closed a Texas deal this week as the June 2027 deadline makes sub-scale firms sale candidates.
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Moves · Oct 1Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
move · Sep 28UBS hires Merrill’s John Pham and Jimmy Yip, a $7.5 million Silicon Valley team
move · Sep 17Morgan Stanley raises the growth bar and bids for its own succession
Deals & PE · Sep 17The week's largest AI number is a credit negotiation
Deals & PE · Sep 17Manova buys a Spartanburg rent roll with AA credit behind it
move · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch
The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand
move · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
Deals & PE · Sep 13Real assets closed; AI and wealth kept talking
book · Sep 13Luminary's $22 million round is a bet on the estate-document layer
Features · Sep 12AI has entered the client meeting, and fees haven't moved
Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file
M&A · Sep 10Envestnet's Vestmark price is a retention hedge
Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table
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