custodian

BNY

In PWD coverage since August 18, 2026 · 12 stories

3Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Talent flow · 12 monthsOn the wire →

Net -1 · 0 arrivals · 1 departures

Arrivals

None tracked.

Departures

Justin Duke

Sep 9 · to Simon Quick Advisors

Deal recordFull tracker →

Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary · Ten Coves Capital · 8VC · Fin Capital — coverage

Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary — coverage

Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary · Ten Coves Capital · 8VC · Fin Capital — coverage

PWD coverage

the_tape

The ETF record belongs to three funds, not the shelf

Record inflows keep landing in three cheap funds, while BNY's $20 billion book, Amplify's 15% private sleeve and a 1,100-point value gap add shelf space that moves none of the dollars.

tokenization · Sep 16Arc is a distribution deal disguised as a blockchain

The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand

Deals & PE · Sep 13Real assets closed; AI and wealth kept talking

book · Sep 13Luminary's $22 million round is a bet on the estate-document layer

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

Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file

M&A · Sep 10Envestnet's Vestmark price is a retention hedge

Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table

advisor_note · Sep 1Retirement surveys hand advisors the savings-gap opening

Moves · Aug 26Prosperity taps Forvis Mazars wealth leader as president

custody · Aug 18Citi's Custody+ puts bitcoin on the bank's main institutional rail

BNY

The ETF record belongs to three funds, not the shelf

The Morning Brief