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

In network coverage since September 25, 2026 · 16+ stories
-1Talent net · 12 months1 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 1 incoming events · 2 outgoing events
Arrivals
Cornerstone Advisors
Sep 22 · from Northwestern Mutual
Departures
Dirigo Wealth Management
Oct 7 · to Raymond James Financial Services
Noblewood Wealth Advisors
Oct 13 · to &Partners
Network coverage
Moves

Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data

The four-partner team now reports roughly $1.1B in assets and a 93% retention rate, according to a WealthManagement.com podcast published Oct. 15.
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
practice · Oct 6Altruist prices Hazel planning agent at $3,600 per advisor annually
Moves · Oct 6LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
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