A Daily Network publication

broker dealer

Osaic

In PWD coverage since August 27, 2026 · 16+ stories

1Deals on our tracker

+2Talent net · 12 months2 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +2 · 2 incoming events · 0 outgoing events

Arrivals

IronGate Services

Aug 20 · from Ameriprise Financial Services

Midwest Financial Group

Sep 3 · from Commonwealth Financial

Departures

None tracked.

Deal recordFull tracker →

Mar 31, 26Deal closedBain Capital · Reverence Capital Partners

PWD coverage

practice

Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million

The tiers take effect Jan. 1, drop to 0.12% above $10 million and become negotiable above $100 million.

move · Sep 22Merrill sells the map while advisors get paid in equity

advisor_note · Sep 19The RIA bidding war has moved to the holding period

Moves · Sep 18Merit bought a succession plan and paid for it in equity

move · Sep 17Osaic's rebuild starts with the advisors it still has

Moves · Sep 15At Choreo, the integration job now comes with the HR title

RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time

The Close · Sep 12RIA M&A's scarce input is now the post-close operator

Features · Sep 9The RIA talent war moves to the operating suite

Moves · Sep 9BridgePort hires Osaic M&A veteran Tina Decker

Moves · Sep 4NewEdge's $12 billion day resets the talent war

move · Sep 2Platform breadth is the new mid-market affiliation test

Moves · Sep 1Advisor moves jump 16.2% as the platform war moves to retention

Data · Aug 30The meeting is the new AI battleground

Moves · Aug 27Osaic puts AI at the center of its retention pitch

The Close · Aug 27The next recruiting grid is the advisor's screen