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Thursday, October 15, 2026The Morning Brief →Sign in
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Brett Moldenhauer

In network coverage since October 7, 2026 · 4 stories
Network coverage
Moves

UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

Kestra Private Wealth Services, RFG Advisory and The Wealth Consulting Group appear on both ten-largest lists.
M&A · Oct 8Merit Financial Advisors buys $1.1B Moldenhauer & Associates in 12th deal of 2026
M&A · Oct 7Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
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