A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailyYou’re reading this editionETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ESG Capital Daily
Independent Intelligence on Sustainable Investment Capital
Friday, September 11, 2026The Morning Brief →Sign in
person

David Lazorik

In PWD coverage since August 28, 2026 · 5 stories
PWD coverage
Moves

NewEdge's $12 billion day resets the talent war

Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.
Features · Aug 31Independents are now raiding each other
The Close · Aug 30Team liftouts escape the roll-up lane
Features · Aug 30The talent war finds the fiduciary bench
Moves · Aug 28Raymond James loses $545M, then raids Wells Fargo
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.