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Private Wealth Daily
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Jeneen Slack

LPL Financial · Reported Sep 14
In network coverage since September 14, 2026 · 4 stories
Network coverage
Recruiting & transitions

Six Modern Wealth advisors left as it acquired $710 million in assets

Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.
The Advisor's Note · Sep 14Anthropic's advisor list will be won on fees, not logos
The Wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent
Features · Sep 14The employee channel now trades books, not brokers
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