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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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Raymond James

In network coverage since October 20, 2026 · 16+ stories
5Deals on our tracker
-2Talent net · 12 months3 in · 5 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 3 incoming events · 5 outgoing events
Julie Sabransky, Abby Stancik
Aug 13 · team liftout
Pearsall Wealth Management of Raymond James
Aug 20 · advisor move
Lazorik Financial Management
Aug 28 · breakaway
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
Greenwood Wealth Partners
Sep 24 · from D.M. Kelly & Company
Shawn L. Bernhard
Oct 23 · from UBS
Departures
Dunn Team
Aug 27 · to TSG Wealth Management
Northstar Financial Advisors
Sep 11 · to LPL Financial
Dan Fowler
Sep 28 · to LPL Financial
The Edward Fitzpatrick Group
Oct 16 · to Janney Montgomery Scott
Mark Southwell
Oct 16 · to Wells Fargo Advisors
Deal recordFull tracker →
Sep 28, 26Fund launch — coverage
Sep 27, 26Fund launch — coverage
Sep 21, 26Deal announcedClark Capital Management Group — coverage
Sep 15, 26Fund launch — coverage
Aug 25, 26Deal announcedClark Capital Management Group · $46B — coverage
Network coverage
Recruiting & transitions

Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms

Month-end client assets, net new assets, advisor counts and recruited assets for Charles Schwab, Raymond James and Stifel, from each firm's own SEC filings.
Moves · Oct 26Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms
Features · Oct 26UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
The Advisor's Note · Oct 26Raymond James names Kirk Bell to lead independent contractor unit
M&A · Oct 24Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple
Moves · Oct 23Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Moves · Oct 23RBC hires Shawn Bernhard for Texas South; DPL names two
Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%
Succession & selling a firm · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A
The Close · Oct 20Mercer completes Aspen direct indexing rollout across more than 43,000 accounts
Practice management · Oct 20Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts
RIA · Oct 20Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts
RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
Products & portfolios · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
Products & portfolios · Oct 20AssetMark adds two private equity interval funds, taking shelf to six
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