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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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SAN FRANCISCO, CA
CRD: 302050
In network coverage since August 26, 2026 · 16+ stories
$16BRegulatory AUMSEC Form ADV · Oct 3
571EmployeesForm ADV
Regulatory AUM · Aug 16 – Oct 3
Network coverage
Moves

Ameriprise leaks $9.3 billion as custody platforms win

A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.
RIA · Sep 23A software vendor admits the software slice is too thin
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
Data · Sep 17Consolidation is clearing one advisor book at a time
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
Data · Aug 31UBS is out-hustling independent RIAs
Data · Aug 29Team Liftouts Outpace Breakaways 9-to-1
Data · Aug 28Fund launches nearly match the M&A close rate
the_tape · Aug 28Wells Fargo builds a private bank in a day
Data · Aug 27Advisors are moving; custody isn't
Data · Aug 26The breakaway is now a rounding error
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