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Private Wealth Daily
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Brian Lifferth

Cornerstone Advisors · Reported Oct 7
In network coverage since September 22, 2026 · 6 stories
Network coverage
Moves

Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet

The transition is dated Oct. 6, 2026, and has not been independently confirmed; LPL also added two Utah teams managing about $1 billion from Northwestern Mutual.
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
The Advisor's Note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
The Wrap · Sep 25Captrust and LPL are buying whole practices now
Moves · Sep 22LPL's weekly recruiting cadence is now the product
Moves · Sep 22LPL's real prize in Salt Lake City is the bench
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