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Orion

In PWD coverage since September 6, 2026 · 16+ stories

3Deals on our tracker

Deal recordFull tracker →

Sep 13, 26Fund launchAnthropic PBC — coverage

Aug 31, 26Deal announcedBlackRock · Fidelity Investments · Vanguard Group — coverage

Jul 31, 26Deal announcedGoldman Sachs Custody Solutions

PWD coverage

Moves

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

RIABiz reports Envestnet is backfilling Molly Weiss's product brief while UBS turns its US wealth franchise over to former Schwab executive Naureen Hassan.

RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years

Data · Sep 24One firm holds 27 percent of the world's $23 trillion ETF market

practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer

practice · Sep 17Claude for advisors hits the workflow wall

practice · Sep 15AI hands back five weeks a year; the error rate stays unquantified

The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions

RIA · Sep 14Anthropic's RIA play runs through seven integration partners

practice · Sep 10Hamachi says its patent keeps client data out of LLMs

RIA · Sep 10Hamachi patents a way to keep RIA data from the model

M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional

practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

practice · Sep 6Wealth M&A buyers now underwrite tech stacks

Orion

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

The Morning Brief