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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Carson Group

In network coverage since October 3, 2026 · 16+ stories
2Deals on our tracker
+3Talent net · 12 months3 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +3 · 3 incoming events · 0 outgoing events
Heritage Financial & Investment Services
Sep 30 · breakaway
Arrivals
Not disclosed
Aug 20 · from Wells Fargo Advisors Financial Network
Yari Capital
Aug 20 · from Northwestern Mutual
Doyle and Loughman Wealth Management
Oct 13 · from Wells Fargo Advisors Financial Network
Departures
None tracked.
Deal recordFull tracker →
Oct 7, 26Deal announcedForan Financial Group · $410M — coverage
Sep 13, 26Deal announcedElios Financial Group · $367 — coverage
Network coverage
Moves

ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support

The Wall Township, N.J., firm launched with LPL in 2019 and has nearly tripled in size since, according to Osaic, and plans to grow through recruiting and acquisitions.
Moves · Oct 19LPL Financial adds $5.4 billion in advisor teams
Features · Oct 18SEI hires Kristie Edling-Day from LPL Financial
Succession & selling a firm · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September
Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Moves · Oct 13Carson Group names Matt Humphrey to lead W-2 advisor channel
Products & portfolios · Oct 12MassMutual makes Flourish Cash available to its advisor network
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
M&A · Oct 9Carson Group adds $410 million New Jersey RIA Foran Financial from LPL
RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals
Moves · Oct 7Mesirow hires Paul Arnold to lead investment solutions
The Wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
The Wrap · Oct 5Fitzgerald Financial Group alone discloses assets among five breakaway teams
The Wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove

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