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Edition No. 049
New York · London
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Thursday, October 1, 2026
The Morning Brief →
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5
stories · 24h
1091
deals & moves · 7d
15,931
firms & people tracked
192
sources monitored
● LIVE
person
● Verified · SEC records
Naureen Hassan
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In PWD coverage since September 26, 2026 · 3 stories
Career record
current
IA
DRIVEWEALTH, LLC
PWD coverage
move
UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
The pair produced $7.5 million against the $10 million bar for a 16-year package paying 550% of revenue, on a book sources put at $575 million to $1.2 billion.
Data · Sep 28
Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
move · Sep 26
UBS's digital hire is a book-transfer play
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