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Saturday, October 3, 2026The Morning Brief →Sign in
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Wealth Enhancement

In PWD coverage since August 26, 2026 · 16+ stories
14Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Shufro-Glass Group
Sep 22 · from Shufro Rose & Co.
Departures
None tracked.
Deal recordFull tracker →
Sep 30, 26Deal announcedRWA Wealth Partners — coverage
Sep 30, 26Deal announcedRWA Wealth Partners · $22.5B — coverage
Sep 29, 26Deal announcedRWA Wealth Partners · $22 — coverage
Sep 29, 26Deal announcedRWA Wealth Partners · $22 — coverage
Aug 31, 26Deal announcedDickerson Jackson & Associates · $376M — coverage
Aug 31, 26Deal announced · $376M — coverage
Aug 17, 26Deal announcedWeinand Financial · $644M — coverage
Aug 17, 26Deal announced · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Aug 14, 26Deal closedWeinand Financial · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Jul 31, 25Deal announcedWeinand Financial · $644
Jul 27, 25Deal announcedMiramar Capital · $592
Jul 24, 25Deal announcedCloud Investments · $462
PWD coverage
Deals & PE

DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms

Harrison Street agrees to buy a majority of Vicinity Energy at a $2.92 billion enterprise value; four of the five announced deals name an energy or clean-power counterparty.
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA
M&A · Sep 30Wealth Enhancement agrees to acquire RWA Wealth Partners, a $22.46 billion Boston RIA
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 22Cerity buys the last of Shufro Rose, team by team
advisor_note · Sep 19The RIA bidding war has moved to the holding period
practice · Sep 18Referrals don't compound; the conversion desk does
book · Sep 13Luminary's $22 million round is a bet on the estate-document layer
Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA
Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table
Allocators · Sep 4Private infrastructure's rise is a governance test for advisors
Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM
M&A · Sep 1Wealth Enhancement adds a $376 million Virginia tuck-in
The Close · Aug 31Who owns the platform: the RIA diligence question
M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals
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