A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyYou’re reading this editionRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Real Estate Daily
Independent Intelligence on Private Real Estate Capital
Tuesday, September 15, 2026The Morning Brief →Sign in
ria

Grimes & Company

In PWD coverage since September 1, 2026 · 7 stories
2Deals on our tracker
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Andrew Hamil
Aug 31 · exec change
Andrew Hamil
Aug 31 · exec change
Deal recordFull tracker →
Aug 31, 26Deal announcedStevens and Ciccone Associates — coverage
Aug 31, 26Deal announcedStevens and Ciccone Associates · — coverage
PWD coverage
M&A

OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion

The Bast deal adds a little over 2% to OnePoint's assets, and the terms nobody published are the ones that will price the next team through the door.
The Close · Sep 2RIA roll-ups are now buying retention, not just assets
RIA · Sep 1Sowell builds an in-house tax team for $5 million households
M&A · Sep 1Grimes' tax-practice deal is a retention play
Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM
Features · Sep 1Custody's new battlefield is the software that moves the book
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.