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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Jonathan Lewis

In PWD coverage since August 24, 2026 · 9 stories
PWD coverage
Moves

LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet

The same week, Wells Fargo's employee channel added a three-generation Naples, Florida family practice that managed about $410 million at UBS.
Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
Moves · Sep 24LPL's recruiting pitch now runs through its own alumni list
RIA · Sep 23The AI sell-off reprices the cash spread, not the fee
The Close · Aug 29LPL's double CTO hire moves the platform war to new terrain
Features · Aug 29State Street and LPL recruit the platform builders
Moves · Aug 26LPL and Raymond James land $470M, but the platform is the pitch
Moves · Aug 25Prosperity imports a tax-firm president as the C-suite talent war moves to the platform
Moves · Aug 24LPL recruits Wells Fargo tech chief for Latitude push
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