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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Merrill Lynch

In network coverage since October 7, 2026 · 16+ stories
3Deals on our tracker
-2Talent net · 12 months4 in · 6 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 4 incoming events · 6 outgoing events
Colin Gates
Sep 25 · advisor move
Arrivals
Ronnie Murad
Sep 8 · from Wells Fargo
Dylan Price
Sep 8 · from Truist
The Vazquez-Monasterio Team
Sep 10 · from UBS Wealth Management USA
John Vazquez
Sep 11 · from UBS
Departures
The Hall Wealth Management Group
Sep 4 · to UBS
Tully Cottillion Group
Sep 10 · to Wells Fargo Advisors
Michael Rogala
Sep 11 · to Raymond James & Associates
John Pham
Sep 25 · to UBS
Singer Maxey Wealth Management
Oct 12 · to Raymond James Financial Services
Economos Private Wealth
Oct 14 · to LPL Financial
Deal recordFull tracker →
Sep 20, 26Deal announced — coverage
Sep 8, 26Fund launchSchwab · Candidly · Bank of America · Empower · Vanguard Group — coverage
Jul 21, 26Fund launchWellington Management · Bank of America · Blackstone · Vanguard Group
Network coverage
Evergreen & Interval Funds

Kacy Walker launches $300M Kinetic Wealth on LPL

The practice leaves Cetera for LPL's supported-independence network; LPL recruited $25 billion in Q2, up 35%.
Practice management · Oct 26Osaic adds $576M Stifel book; founder's daughter cites succession help
Data · Oct 23Merrill lifts 2027 growth bar to $7.5M as RBC hires $1B UBS team
The Advisor's Note · Oct 23Merrill raises 2027 growth-award bar to $7.5M and 4 net households
Practice management · Oct 22Merrill raises 2027 growth-award bar to $7.5 million and a net four new households
RIA · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
Moves · Oct 16Merrill adds $1.2B UBS advisory team in Santa Fe
Moves · Oct 15Merrill adds $1.2B UBS team in Santa Fe
Recruiting & transitions · Oct 14Perennial and Economos teams launch with $1B-plus at Integrated Partners and LPL
Moves · Oct 14Hightower and Merrill teams launch independent practices with $1B-plus in assets
Recruiting & transitions · Oct 12Indivisible, launched by former Merrill executives, adds $1.1 billion RBC team in Baltimore
The Close · Oct 8Wirehouses lost 517 experienced advisors on net in H1; Wells Fargo, Morgan Stanley gained
Moves · Oct 8Diamond: Merrill, Morgan Stanley, Wells Fargo, UBS net lose 517 experienced advisors in first half
Moves · Oct 8Wirehouses lost 517 advisors net in the first half of 2026
The Advisor's Note · Oct 7Merrill's Form ADV prices manager access at up to $860,000 plus 0.1% of revenue
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