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ITDG31.47▲ 1.60%IBRN39.77▲ 0.32%ESMV31.61▲ 0.02%EFRA35.88▼ 1.13%ITDI31.47ITDH31.47ETEC26.81▼ 2.98%IVV770.98▼ 0.68%SPY772.67▼ 0.47%VOO522.67▼ 0.95%QQQ729.87▼ 0.16%VTI281.03▼ 0.75%IEFA99.88▼ 1.14%IEMG79.63▼ 2.83%GLD405.49▲ 1.00%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IJH78.48▼ 0.24%IWF123.07▼ 1.61%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK190.32▲ 0.16%IJR147.69▼ 1.43%BND73.05▼ 2.74%SGOV100.56▲ 0.00%ITOT168.33▼ 0.78%IWD256.62▼ 0.75%IWM300.23▼ 1.26%
custodian

Goldman Sachs

In PWD coverage since August 18, 2026 · 16+ stories
7Deals on our tracker
-6Talent net · 12 months0 in · 6 out
Talent flow · 12 monthsOn the wire →
Net -6 · 0 arrivals · 6 departures
Arrivals
None tracked.
Departures
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Deal recordFull tracker →
Aug 11, 26Deal announcedNeos Investments — coverage
Aug 10, 26Deal announcedBlackRock · Apollo · Blackstone · KKR · Nvidia · Brookfield — coverage
Aug 10, 26Deal announcedBlackRock · Blackstone · KKR · Apollo Global Management · Nvidia · Brookfield · $500B — coverage
Jul 20, 26Fund launch
Jul 20, 26Fund launch
Jul 19, 26Fund launch
Jul 6, 26Deal announcedLCN Capital Partners
PWD coverage
RIA

Brookwood hires four partners rather than a buyer

The Phoenix RIA is testing whether law-firm-style ownership can handle $1.5 billion without a sale.
move · Aug 19Clawback verdict: $5.6 million reminder of the cost of leaving
Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting
the_wrap · Aug 19NVIDIA's $500 billion compute push picks six incumbents
practice · Aug 19SEC prepares to ease pay-to-play rule on RIA donations
Features · Aug 19Wealth's talent war moves to the C-suite
active · Aug 18T. Rowe Price's TMED makes the case for active sector ETFs
distribution · Aug 18Bluerock adds three distribution veterans to advisor coverage
the_tape · Aug 18BlackRock's synthetic ETF shows core flows trump purity
Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role
Deals & PE · Aug 18Goldman Sachs to acquire LCN Capital Partners for up to $410 million
debt · Aug 18Atrium maps $1.3 trillion of U.S. data center development debt
debt · Aug 18Invesco Real Estate writes $3.2B in senior loans
The Close · Aug 18ETF launches fail from a trust deficit
the_wrap · Aug 18Nineteen filings flood the semi-liquid shelf
direct_lending · Aug 18NVIDIA signs six firms to $500 billion compute financing push
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