other

LPL

In network coverage since September 24, 2026 · 16+ stories

-1Talent net · 12 months1 in · 2 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 1 incoming events · 2 outgoing events

Arrivals

Cornerstone Advisors

Sep 22 · from Northwestern Mutual

Departures

Dirigo Wealth Management

Oct 7 · to Raymond James Financial Services

Noblewood Wealth Advisors

Oct 13 · to &Partners

Network coverage

Deals & PE

Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

The oversubscribed syndicated loan, Mercer's first, includes a $340 million revolving credit facility and a projected $35 million to $40 million in interest savings next year.

Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

practice · Oct 6Altruist prices Hazel planning agent at $3,600 per advisor annually

Moves · Oct 6LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab

Moves · Sep 24Three Panhandle practices boomerang back to LPL

LPL

Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

The Morning Brief