Skip to content
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
ria

The Wealth Consulting Group

LAS VEGAS, NV
CRD: 173194
In network coverage since September 24, 2026 · 16+ stories
$6.3BRegulatory AUMSEC Form ADV · Oct 24
131EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 24
Network coverage
Data

Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest

Daily Network tracking recorded 732 deal announcements and 642 completed deals in the same period.
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
RIA · Oct 6Advisors rework home-equity plans as 30-year mortgage rate tops 7%
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS
Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches
Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
Data · Sep 26The recruiting war isn't being fought over custody
Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms
Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.