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Saturday, October 3, 2026The Morning Brief →Sign in
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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
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