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Thursday, October 15, 2026The Morning Brief →Sign in
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Commonwealth

In network coverage since September 10, 2026 · 16+ stories
1Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Doussard Financial
Oct 7 · team liftout
Deal recordFull tracker →
Feb 28, 25Deal announcedLPL Financial Holdings Inc.
Network coverage
Features

Captrust adds $3B Truist team; Chris Hoge says equity part of deal

Just over 68% of Captrust's more than 2,000 employees hold a stake.
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
practice · Oct 6Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
the_wrap · Oct 1Treasury draft rules would auto-open 63.36 million child accounts
the_wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab
Data · Sep 24LPL's organic compounding rests on a modeled advisory mix
policy · Sep 24Trump Accounts enroll millions, but only 5% of the families they target
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
move · Sep 22Merrill sells the map while advisors get paid in equity
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team
Moves · Sep 10&Partners' 125th practice is its second Commonwealth team in two weeks
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