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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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Kestra Private Wealth Services

AUSTIN, TX
CRD: 155193
In network coverage since October 7, 2026 · 16+ stories
$13.5BRegulatory AUMSEC Form ADV · Oct 24
211EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 24
Network coverage
Data

LPL replaces advisor recruiting chief as executive changes outpace liftouts

Ken Hullings, who joined the firm in 2005, takes over from Scott Posner; LPL logged 133 tracked events in the past 30 days.
Data · Oct 22Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest
Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Data · Oct 20Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Features · Oct 18SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives
Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71
Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count
Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals
The Advisor's Note · Oct 12Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged
Data · Oct 8XYPN's registration pipeline rises 83% to 110 firms
Data · Oct 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking
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