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Friday, October 16, 2026The Morning Brief →Sign in
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ISS Market Intelligence

In network coverage since August 31, 2026 · 3 stories
Network coverage
Moves

Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play

57% of advisors who joined a new broker-dealer in the past three years cited technology as a factor, while retail-focused RIAs drew more representatives from other channels than independent BDs added from 2021 to 2025.
move · Sep 9Banks' upstream push hands RIAs their next breakaway wave
RIA · Aug 31Model portfolios are driving the RIA tech-ETF rotation
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