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Saturday, October 3, 2026The Morning Brief →Sign in
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Raymond James Financial Services

In PWD coverage since August 18, 2026 · 12 stories
-1Talent net · 12 months1 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 1 incoming events · 2 outgoing events
Arrivals
Lazorik Financial Management
Aug 28 · from Wells Fargo
Departures
Winstone Wealth Partners
Sep 21 · to Concurrent Investment Advisors
Jon Burnett
Sep 24 · to LPL Financial
PWD coverage
the_wrap

Captrust and LPL are buying whole practices now

Two seven-advisor teams landed at Captrust the same day, LPL pulled four advisors off Northwestern Mutual, and a $385 million book left Wells—moves that read better as practice acquisitions than recruiting.
Moves · Sep 24Three Panhandle practices boomerang back to LPL
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
Moves · Sep 17Raymond James merges succession and capital under one executive
Moves · Sep 4NewEdge's $12 billion day resets the talent war
M&A · Sep 1Wealth Enhancement adds a $376 million Virginia tuck-in
Moves · Aug 31&Partners lands its 123rd practice with an $838 million Wells team
The Close · Aug 30Team liftouts escape the roll-up lane
Features · Aug 30The talent war finds the fiduciary bench
Moves · Aug 26LPL and Raymond James land $470M, but the platform is the pitch
Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams
move · Aug 18Most advisors never see the true cost of clearing and custody
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