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Monday, September 28, 2026The Morning Brief →Sign in
family office

FortCay Family Advisory

In PWD coverage since September 23, 2026 · 5 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 24, 26Deal announcedCorient · $2.6B — coverage
Sep 22, 26Deal announcedCorient · $3 — coverage
Sep 22, 26Deal announcedCorient · $3 — coverage
PWD coverage
Deals & PE

Northwestern Mutual set a price for the software layer: 22,000 advisors

A 22,000-advisor contract bought the front end of the client relationship while the week's other wealth deals bought the money sitting behind it.
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23Corient buys a Cayman licence, and the $2.6B is the receipt
M&A · Sep 23Corient buys a Cayman jurisdiction, not a $2.6 billion book
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