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Thursday, September 24, 2026The Morning Brief →Sign in
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AWA Wealth Management

In PWD coverage since September 24, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announcedModern Wealth Management · $290M — coverage
PWD coverage
M&A

RIA deal currency shifts from AUM to cash and retention

Modern Wealth's succession buy, Corient's Cayman licence and Canaccord's retention clause all point the same way: buyers are paying for the parts of a wealth business that cannot resign.
the_wrap · Sep 24Edelman hires recordkeeper product chief to own the rollover
book · Sep 24The succession gap is a price nobody wrote down
M&A · Sep 24Modern Wealth's 24th deal is a succession purchase priced in people
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