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Saturday, October 3, 2026The Morning Brief →Sign in
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Brad Dinsmore

In PWD coverage since October 2, 2026 · 3 stories
PWD coverage
Moves

Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week

The Palo Alto RIA, founded in 1978 and owned by three partners, joins Cerity alongside firms in Minneapolis and Atlanta in a week of about $2 billion in announced mergers.
M&A · Oct 3Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
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