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Private Wealth Daily
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David Lazorik

In network coverage since August 28, 2026 · 5 stories
Network coverage
Moves

NewEdge's $12 billion day resets the talent war

Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.
Features · Aug 31Independents are now raiding each other
The Close · Aug 30Team liftouts escape the roll-up lane
Features · Aug 30The talent war finds the fiduciary bench
Moves · Aug 28Raymond James loses $545M, then raids Wells Fargo
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