Deals & Moves: Concurrent, Sanctuary Launch Merrill Breakaway RIAs

Published on April 10, 2026

In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a former Cetera advisor.

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Morningstar to Sell Account Aggregation Unit ByAllAccounts to Pello

April 10, 2026
Pello Companies will acquire ByAllAccounts from Morningstar, aiming to enhance its data aggregation technology and expand its wealth management solutions.

Innovator ETFs CIO Day Talks Goldman Sachs Acquisition, Future Options ETFs

April 10, 2026
VettaFi sat down with Innovator ETFs CIO Graham Day to discuss the move as well as the future of those defined outcome ETFs. Day, who joined the firm in 2017, has been part of many of the shop’s launches in the defined outcome space, one of the more popular options ETF segments.