A Daily Network publication

tamp

Orion

In network coverage since October 5, 2026 · 16+ stories

4Deals on our tracker

Deal recordFull tracker →

Oct 19, 26Fund launchMercer Global Advisors — coverage

Sep 13, 26Fund launchAnthropic PBC — coverage

Aug 31, 26Deal announcedBlackRock · Fidelity Investments · Vanguard Group — coverage

Jul 31, 26Deal announcedGoldman Sachs Custody Solutions

Network coverage

practice

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.

The Close · Oct 20Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

practice · Oct 20Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts

RIA · Oct 20Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts

RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

portfolio · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

practice · Oct 15Triad's compliance chief says onboard Anthropic's Claude like a new employee

practice · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

advisor_note · Oct 10Orion quotes vendors up to $20,000 a month for platform data

move · Oct 9Advisors under Fidelity's $100 million custody minimum face months of repapering

practice · Oct 8Orion to charge vendors a Connected Ecosystem Support Fee for platform data

M&A · Oct 8Alaris CEO Allen Darby bets AI will cut RIA sale valuations

practice · Oct 6Aquiline buys control of Flourish from MassMutual as Phase II lending rollout nears

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

The Close · Oct 6BlackRock study finds advisors rank growth eighth for women who rank it first

practice · Oct 5Compound Planning runs $5 billion on software its own engineers write

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.