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Sunday, October 18, 2026The Morning Brief →Sign in
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SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives

Hightower added Robert Picard from First Republic and Marc Cabezas from Edelman; Carson added Matt Humphrey from United Bank / United Brokerage Services.

At a glance

20-second brief
  • SEI recruited Kristie Edling-Day from LPL Financial, according to overnight moves in our tracking.

  • The same tracking shows Hightower added Robert Picard from First Republic Private Wealth Management and Marc Cabezas from Edelman Financial Services.

  • LPL Financial still led 30-day advisor activity, with Kestra Private Wealth Services third at 71 events, the same tracking shows.

SEI recruited Kristie Edling-Day from LPL Financial, according to overnight moves in our tracking.

The same tracking shows Hightower added Robert Picard from First Republic Private Wealth Management and Marc Cabezas from Edelman Financial Services. Carson Group added Matt Humphrey from United Bank / United Brokerage Services.

LPL Financial still led 30-day advisor activity, with Kestra Private Wealth Services third at 71 events, the same tracking shows.

The tracked records do not specify the roles, so the exact functions remain unstated.

LPL leads 30-day advisor activity with 121 moves
Kestra Private Wealth Services sits third, 50 moves back
LPL Financial121 advisor moves
UBS98 advisor moves
Kestra Private Wealth Services71 advisor moves
PWD TRACKING · 30 DAYS TO OCT. 18, 2026
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