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Monday, November 9, 2026 · Today’s edition, 6:30 a.m. ETMon, Nov 9 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Kay Lynn Mayhue

In network coverage since September 21, 2026 · 5 stories
Network coverage
Moves

UBS had 58 advisor departures as Cetera Planning Partners added 47

Kestra Private Wealth Services, RFG Advisory and The Wealth Consulting Group appear on both ten-largest lists.
The Close · Sep 22The next RIA premium is integration capacity
The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline
RIA · Sep 22Merit hands the CEO chair to its roll-up architect
Recruiting & transitions · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
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