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Independent Intelligence on the Private Wealth Industry
Monday, September 14, 2026The Morning Brief →Sign in
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Scientia Wealth Partners

In PWD coverage since September 14, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 2 · team liftout
PWD coverage
move

A UBS team ran the LPL math and chose Raymond James

A two-year search that weighed Rockefeller and LPL ended at Raymond James' employee channel, the clearest recent test of West Coast recruiting economics.
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