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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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Raymond James Financial

In network coverage since August 26, 2026 · 8 stories
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
The Advisor's Note · Oct 26Raymond James names Kirk Bell to lead independent contractor unit
Features · Oct 26Raymond James names Scott Curtis COO effective Oct. 26
Recruiting & transitions · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings
Deals & PE · Aug 26Vanguard's Altruist buy is a bet on tax season
Moves · Aug 26LPL and Raymond James land $470M, but the platform is the pitch
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