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Thursday, October 1, 2026The Morning Brief →Sign in
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BNY

In PWD coverage since September 1, 2026 · 16+ stories
3Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Ainslie Simmonds
May 31 · exec change
Arrivals
None tracked.
Departures
Justin Duke
Sep 9 · to Simon Quick Advisors
Deal recordFull tracker →
Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary · 8VC · Fin Capital · Ten Coves Capital — coverage
Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary — coverage
Sep 9, 26Deal closedRockefeller · Focus Financial Partners · Luminary · 8VC · Fin Capital · Ten Coves Capital — coverage
PWD coverage
the_wrap

Treasury draft rules would auto-open 63.36 million child accounts

A Goldman survey finds 14% of workers cut retirement savings, while ERIC asks Treasury to make BNY the clearinghouse for employer contributions.
adoption · Sep 30Open USD launches with Coinbase, Visa, Mastercard, Shopify and Stripe as founding shareholders
practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
the_wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
The Close · Sep 25The scarce input in consolidation is now the executive bench
the_tape · Sep 21The ETF record belongs to three funds, not the shelf
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
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