A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyYou’re reading this editionRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Real Estate Daily
Independent Intelligence on Private Real Estate Capital
Saturday, October 3, 2026The Morning Brief →Sign in
other

Raymond James

In PWD coverage since September 25, 2026 · 16+ stories
5Deals on our tracker
-1Talent net · 12 months2 in · 3 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 2 incoming events · 3 outgoing events
Julie Sabransky, Abby Stancik
Aug 13 · team liftout
Pearsall Wealth Management of Raymond James
Aug 20 · advisor move
Lazorik Financial Management
Aug 28 · breakaway
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
Greenwood Wealth Partners
Sep 24 · from D.M. Kelly & Company
Departures
Dunn Team
Aug 27 · to TSG Wealth Management
Northstar Financial Advisors
Sep 11 · to LPL Financial
Dan Fowler
Sep 28 · to LPL Financial
Deal recordFull tracker →
Sep 28, 26Fund launch — coverage
Sep 27, 26Fund launch — coverage
Sep 21, 26Deal announcedClark Capital Management Group — coverage
Sep 15, 26Fund launch — coverage
Aug 25, 26Deal announcedClark Capital Management Group · $46B — coverage
PWD coverage
M&A

Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase

Concurrent reports $28.6 billion in AUM pro forma for the announced $5.4 billion Spire platform, up from $16.8 billion at the start of the year.
Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches
RIA · Oct 1A WealthManagement.com column argues advisory partnership drift starts when goals diverge
practice · Oct 1SEC proposes 20% performance fees for RIAs and a wider accredited-investor test
Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners
The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives
move · Sep 29Most remaining Wells producing managers told to pick clients or management
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
RIA · Sep 29Raymond James launches guided portfolios with an alternatives sleeve
portfolio · Sep 28Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap
advisor_note · Sep 28Modern Wealth logs six advisor moves and a four-advisor liftout in one day
the_wrap · Sep 28Frost and LPL recruit UBS and Raymond James advisor teams
the_wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services
the_tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September
Features · Sep 26The rollup market now prices the operating layer
The Close · Sep 25The scarce input in consolidation is now the executive bench
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Real Estate Daily, in your inbox every weekday. Free.