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In network coverage since August 18, 2026 · 16+ stories

5Deals on our tracker

Deal recordFull tracker →

Oct 14, 26Fund launch21Shares · Franklin Templeton · Amundi — coverage

Oct 7, 26Deal announcedIntercontinental Exchange · ICE ETF Hub — coverage

Aug 16, 26Deal announcedZocks Communications — coverage

Aug 16, 26Deal announcedZocks Communications — coverage

Aug 11, 26Deal announcedWTW Investments — coverage

Network coverage

portfolio

AssetMark adds two private equity interval funds, taking shelf to six

Calamos Aksia and StepStone funds can be held standalone or in unified managed accounts, where a $250,000 minimum applies to goals-based strategies.

Features · Oct 18SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives

launches · Oct 15State Street adds four S&P 500 Market Sector SPDR ETFs

Moves · Oct 15SEI names Kristie Edling-Day chief information officer, hiring from LPL

the_tape · Oct 9SEI to connect ETP order management to ICE ETF Hub amid multi-exchange UCITS launches

issuers · Oct 8SEI to connect ETP order management to ICE ETF Hub

Allocators · Sep 21Private markets built the on-ramp and skipped the operating layer

Features · Sep 12AI has entered the client meeting, and fees haven't moved

RIA · Sep 11Clients keep the wallet until the tax saving gets a number

The Close · Sep 10The cheapest AUM is the account nobody asked to manage

The Close · Aug 24Schwab's $5 million referral bar is a custody strategy

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

exit · Aug 20SEI-backed Stratos acquires $400 million Illinois planning firm

M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner

practice · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup

advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network

THE DESK BRIEF

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