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Thursday, October 22, 2026The Morning Brief →Sign in
The SignalData

LPL replaces advisor recruiting chief as executive changes outpace liftouts

Ken Hullings, who joined the firm in 2005, takes over from Scott Posner; LPL logged 133 tracked events in the past 30 days.

By The Data DeskThursday, October 22 at 1:10 PM ET

At a glance

20-second brief

  • Ken Hullings, who joined LPL Financial in 2005, has replaced Scott Posner as head of advisor recruiting, according to our tracking.

  • LPL Financial logged 133 tracked events in the same 30 days, more than any other firm.

  • LPL Financial has added $5.4 billion in advisor teams from U.S. Bank and PNC Private Bank, according to our tracking.

Ken Hullings, who joined LPL Financial in 2005, has replaced Scott Posner as head of advisor recruiting, according to our tracking.

Wealth-management firms recorded 482 executive changes in the past 30 days, according to our tracking. That was more than the 407 team liftouts and 148 new registrations logged in the same window. The count does not break out which roles turned over.

LPL Financial logged 133 tracked events in the same 30 days, more than any other firm. UBS followed with 86, Kestra Private Wealth Services with 67 and The Retirement Planning Group with 64.

LPL Financial has added $5.4 billion in advisor teams from U.S. Bank and PNC Private Bank, according to our tracking.

LPL is the busiest wealth firm by activity over the past 30 days
LPL Financial133 events
UBS86 events
Kestra Private Wealth Services67 events
The Retirement Planning Group64 events
Raymond James Financial Services62 events
RFG Advisory58 events
PRIVATE WEALTH DAILY TRACKING · PAST 30 DAYS
Executive changes outpace liftouts and new registrations in 30 days
Executive changes482 events
Team liftouts407 events
New registrations148 events
PRIVATE WEALTH DAILY TRACKING · PAST 30 DAYS
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Sources & further reading
PWD newsroom tracking
In this storyUBSPNC Private BankKestra Private Wealth ServicesKen HullingsLPL FinancialScott PosnerThe Retirement Planning GroupU.S. Bank
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