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Monday, September 21, 2026The Morning Brief →Sign in
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WFA Volare

In PWD coverage since September 9, 2026 · 4 stories
2Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Matthew Johnson
Sep 8 · advisor move
Arrivals
Matthew Johnson
Sep 12 · from LPL Financial
Departures
None tracked.
Deal recordFull tracker →
Sep 8, 26Deal announcedWFA · Volare Wealth Advisors · $750M — coverage
Sep 8, 26Deal announcedWFA · Volare Wealth Advisors · RFG Advisory · $750 — coverage
PWD coverage
The Close

The AI wealth fight is now over distribution

CogniCor bought seven names in a day, while the same session's moves at HSBC, Citi, LPL and Mercer showed that the scarce asset in wealth management is the advisor relationship, not the disclosed book.
Features · Sep 13The executive title is the new signing bonus
M&A · Sep 11The RIA deal is now a buy-down, not a purchase
M&A · Sep 9RFG pairs two Louisiana RIAs into a $750 million practice
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