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Private Wealth Daily
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Kay Lynn Mayhue

Merit Financial Advisors · Reported Oct 12
In network coverage since September 21, 2026 · 5 stories
Network coverage
Moves

UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

Kestra Private Wealth Services, RFG Advisory and The Wealth Consulting Group appear on both ten-largest lists.
The Close · Sep 22The next RIA premium is integration capacity
The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline
RIA · Sep 22Merit hands the CEO chair to its roll-up architect
Recruiting & transitions · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
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