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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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The Retirement Planning Group

LEAWOOD, KS
CRD: 129625
In network coverage since October 4, 2026 · 16+ stories
$4.2BRegulatory AUMSEC Form ADV · Oct 24
78EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · Cetera Planning Partners · Avantax Planning Partners · $19B
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
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
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 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking
The Wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
The Wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
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