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Saturday, October 17, 2026The Morning Brief →Sign in
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Prince Financial Services

In network coverage since October 14, 2026 · 6 stories
Network coverage
Data

Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit

The firm says it left without client data; our records show 76 breakaways among 1,238 advisor moves in the past 30 days.
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
Moves · Oct 14LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice
move · Oct 14LPL adds $1 billion Seattle team from Northwestern Mutual
Moves · Oct 14LPL adds Prince Financial Services, Seattle team with $1B from Northwestern Mutual
Moves · Oct 14LPL adds Seattle's Prince Financial, a $1B team from Northwestern Mutual
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