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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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OVERLAND PARK, KS
CRD: 106766
In network coverage since September 10, 2026 · 16+ stories
$155BRegulatory AUMSEC Form ADV · Oct 3
648EmployeesForm 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.
Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices
The Close · Sep 24The private-markets TDF case rests on private equity alone
Moves · Sep 23The RIA C-suite is being rebuilt around the plan record
advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff
Data · Sep 22Recruiting outran breakaways 109 to one last month
Data · Sep 19Wealth's talent war is a block trade
Data · Sep 17Consolidation is clearing one advisor book at a time
Data · Sep 162,433 advisors changed firms in 30 days. Ten changed custodians.
practice · Sep 15AI hands back five weeks a year; the error rate stays unquantified
Moves · Sep 15At Choreo, the integration job now comes with the HR title
Data · Sep 15The blank offering line is now the private-markets tell
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
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