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Private Wealth Daily
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Dan Fowler

In network coverage since September 24, 2026 · 6 stories
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The Advisor's Note

Modern Wealth logs six advisor moves and a four-advisor liftout in one day

The Sept. 28 records show the week's largest single advisor count; UBS and Raymond James each lost three-advisor teams earlier in the week.
The Wrap · Sep 28Frost and LPL recruit UBS and Raymond James advisor teams
The Wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services
The Tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September
Moves · Sep 24Three Panhandle practices boomerang back to LPL
Moves · Sep 24LPL's recruiting pitch now runs through its own alumni list
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