A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailyYou’re reading this editionWealth Advisor Daily
Secondaries Daily
The Daily Read on the Secondary Market
Saturday, October 3, 2026The Morning Brief →Sign in
ria

Uniting Wealth Partners

In PWD coverage since October 1, 2026 · 3 stories
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Dana Cornell
Oct 1 · from Morgan Stanley
Kyle Kirk
Oct 1 · from Ameriprise
Departures
None tracked.
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 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Secondaries Daily, in your inbox every weekday. Free.