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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Justin Pandy

In PWD coverage since September 30, 2026 · 8 stories
PWD coverage
RIA

LPL Financial to report third-quarter earnings after market close Oct. 27

The platform says it supports more than 32,000 advisors and about $2.6 trillion in brokerage and advisory assets.
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million
the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
move · Oct 1Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge
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