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Saturday, October 3, 2026The Morning Brief →Sign in
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TradePMR

In PWD coverage since August 24, 2026 · 7 stories
PWD coverage
Features

CG Financial hires TradePMR and Axos executives as platform fight intensifies

Jon Patullo becomes COO and CIO of the $5 billion hybrid, while Concurrent's Spire purchase lifts it to $28.6 billion.
Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence
Features · Sep 17The private-markets premium is now operational
Moves · Sep 8Gryphon's independence runs on Robinhood's rails
M&A · Sep 1Grimes' tax-practice deal is a retention play
The Close · Aug 24Schwab's $5 million referral bar is a custody strategy
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