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In PWD coverage since August 31, 2026 · 16+ stories

1Deals on our tracker

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Aug 12, 26Deal announcedKalshi · Apex Fintech Solutions — coverage

PWD coverage

RIA

Bruce Markets plans weekend U.S. equity trading, pending regulatory approval

Apex Clearing would handle clearing, carrying and custody; Nasdaq supplies the trading technology.

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices

Data · Sep 19Wealth's talent war is a block trade

Deals & PE · Sep 18Apex pairs a front end with its rail to win banks

Data · Sep 17Consolidation is clearing one advisor book at a time

Data · Sep 162,433 advisors changed firms in 30 days. Ten changed custodians.

the_wrap · Sep 15The platform buyers set Monday's advisor price

Data · Sep 14Recruiting's center of gravity has moved downstream

Data · Sep 11Tastytrade and MissionSquare just joined the advisor talent war

Data · Sep 10Four independents logged 495 events to UBS's 205

Data · Sep 3UBS and Merit pull away in advisor talent race

Data · Sep 2Distribution, not AUM, is the new recruiting magnet

the_wrap · Aug 31Commonwealth loses six teams and four advisors in one day

Features · Aug 31Independents are now raiding each other