other

LPL

In PWD coverage since September 10, 2026 · 16+ stories

+1Talent net · 12 months1 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Arrivals

Cornerstone Advisors

Sep 22 · from Northwestern Mutual

Departures

None tracked.

PWD coverage

practice

Altruist prices Hazel planning agent at $3,600 per advisor annually

The custodian is selling the planning tool to advisors regardless of where they custody, and RIABiz reports buyers may need to supply PDFs if rival planning vendors refuse API access.

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

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

Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab

RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread

Features · Sep 23Vanguard Bought the Last Custody Asset

RIA · Sep 22Merit hands the CEO chair to its roll-up architect

Features · Sep 19Wealth tech's margin moves to the governed record

Features · Sep 19Acquirers now buy staff, not just client assets

Features · Sep 16Recruiting's new currency: peer networks and plan relationships

the_wrap · Sep 15The platform buyers set Monday's advisor price

Features · Sep 15The new M&A asset is deal flow

Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution

Moves · Sep 10OnePoint and Modern are buying channels, not Florida

LPL

Altruist prices Hazel planning agent at $3,600 per advisor annually

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