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, October 2, 2026The Morning Brief →Sign in
other

Kevin Grimes

In PWD coverage since September 1, 2026 · 2 stories
PWD coverage
M&A

Grimes' tax-practice deal is a retention play

The $7 billion RIA bought eight CPAs and 800 clients to make tax depth part of retaining the households it brings in.
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from ESG Capital Daily, in your inbox every weekday. Free.