A Daily Network publication

ria

The Wealth Consulting Group

LAS VEGAS, NV

CRD: 173194

In PWD coverage since August 21, 2026 · 14 stories

$6.3BRegulatory AUMSEC Form ADV · Oct 3

131EmployeesForm ADV

Regulatory AUM · Aug 22 – Oct 3

PWD coverage

RIA

Advisors rework home-equity plans as 30-year mortgage rate tops 7%

Freddie Mac's survey put the 30-year fixed at 7.03%, its first reading above 7% in 20 months; two advisors differ on how the house belongs in a plan.

Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97

Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches

Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 26The recruiting war isn't being fought over custody

Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices

Data · Sep 22Recruiting outran breakaways 109 to one last month

Data · Sep 11Tastytrade and MissionSquare just joined the advisor talent war

Data · Sep 10Four independents logged 495 events to UBS's 205

M&A · Aug 21The two engines behind RIA dealmaking's 40% run