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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
firm

U.S. Bank

In network coverage since September 15, 2026 · 16+ stories
2Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
HighWater Wealth
Aug 18 · to LPL Financial
HighWater Wealth
Oct 13 · to LPL Financial
Deal recordFull tracker →
Sep 8, 26Fund launchStellar — coverage
Sep 8, 26Deal closed — coverage
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 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team
Tokenization · Oct 17Wells Fargo tokenized deposits move cross-border payments in two minutes or less
Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Fundraising · Oct 12Virginia officials ask SCC to deny or condition Dominion-NextEra merger
The Wrap · Oct 6TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens
Fundraising · Oct 5U.S. Bank's Tim Keller says rising rates complicate utility capital spending
Practice management · Oct 2House Democrats introduce three retirement bills widening fiduciary advice and plan standing to sue
Active · Oct 1ETF Trends pitches NEOS CSHI to cash-heavy investors without pricing the options overlay
Passive & Indexing · Sep 25CCNR sells a commodity story with equity beta
Tax & estate planning · Sep 21Young clients reordered their goals. Advisors should reorder the plan.
Retirement Advisers · Sep 21Retirement saving now lands ahead of the down payment
Regulation · Sep 15A Failed CLARITY Vote Would Speed Wall Street's Crypto Buildout
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