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In network coverage since September 21, 2026 · 16+ stories

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Sep 20, 26Deal announcedBain & Company · Google · REI · Microsoft · Symbiosis · Salesforce · Meta — coverage

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Moves

Choreo hires Gabriel Rodriguez, ex-LPL technology executive, as CTO

Rodriguez oversaw LPL's ClientWorks advisor workstation and will run advisor technology, platform integration and AI at Choreo, the $19.1 billion RIA.

practice · Oct 7Advisers rank growing wealth eighth among women's priorities; women rank it first

RIA · Oct 7BlackRock finds 45% of women with $10 million or more in investable assets are unadvised

practice · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years

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

sectors · Sep 28CBRE survey finds half of Asia-Pacific occupiers plan to expand offices

M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer

The Close · Sep 25Sellers arrive unprepared, and preparation is the next fee pool

investments · Sep 25AllianceBernstein hands its CEO job to its distribution chief

Moves · Sep 25AllianceBernstein hands its wealth builder the CEO job

products · Sep 23Mombak's $150 million Fund II rides Salesforce offtake and BNDES credit

Moves · Sep 22Hightower's new president is a bet on the operating layer

Deals & PE · Sep 21Carbon removal learns to write a purchase order

RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal

the_wrap · Sep 21First-time climate funds are scouting deals they cannot fund

transition · Sep 21Symbiosis sells CFOs on the carbon offtake

McKinsey

Choreo hires Gabriel Rodriguez, ex-LPL technology executive, as CTO

The Morning Brief