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 DailyYou’re reading this editionInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Insurance Capital Daily
Independent Intelligence on Insurance Investment
Friday, October 2, 2026The Morning Brief →Sign in
ria

Heartwood Wealth Advisors

In PWD coverage since September 29, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedWaverly Advisors · $1.7B — coverage
Sep 28, 26Deal announcedWaverly Advisors · $1.7B — coverage
PWD coverage
M&A

Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

The combined manager holds $2.6 trillion in assets, and the release claims top-ten positions in active equities, fixed income and private markets.
move · Sep 29Most remaining Wells producing managers told to pick clients or management
Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Insurance Capital Daily, in your inbox every weekday. Free.