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Monday, September 28, 2026The Morning Brief →Sign in
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Ronald Clifford Tavarez

In PWD coverage since September 28, 2026 · 4 stories
PWD coverage
advisor_note

Modern Wealth logs six advisor moves and a four-advisor liftout in one day

The Sept. 28 records show the week's largest single advisor count; UBS and Raymond James each lost three-advisor teams earlier in the week.
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
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