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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Gateway Financial Partners

In network coverage since August 25, 2026 · 5 stories
Network coverage
Recruiting & transitions

Merrill sells the map while advisors get paid in equity

The same book now trades in two markets, and only one of them seats the advisor who built it.
Recruiting & transitions · Sep 21The OSJ left LPL. The $825 million book stayed.
Recruiting & transitions · Sep 1628 advisors kept an $825 million book by staying put
Moves · Sep 15Cetera got the OSJ; the producers kept the book
RIA · Aug 25Gateway bets coaching can fix the 72% rookie failure rate
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