other
Linsco by LPL Financial
In PWD coverage since September 1, 2026 · 2 stories
+27Talent net · 12 months31 in · 4 out
Talent flow · 12 monthsOn the wire →
Net +27 · 31 arrivals · 4 departures
Arrivals
Jeremy Holly
Sep 26 · from SageView
Jon Burnett
Sep 24 · from Raymond James Financial Services
Bill Wagner
Sep 24 · from Wells Fargo Advisors Financial Network
Jonathan Groberg
Sep 24 · from Northwestern Mutual
Ron Hunt
Sep 24 · from Northwestern Mutual
Brian Lifferth
Sep 24 · from Northwestern Mutual
Departures
Dan Arnold
Sep 23 · destination pending
Dan Arnold
Sep 15 · to AI-Native Wealth Firm
Matthew Johnson
Sep 12 · to WFA Volare
James Slaughter
Aug 31 · to Cetera
PWD coverage
Features
Morgan Stanley's credit fund rations exits as its advisors walk
Three straight sub-50 percent prorations at North Haven and six named team exits in one month draw on the same resource: the wealth channel that sells the fund and is losing its half of it.