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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Michael Rogala

In PWD coverage since September 11, 2026 · 4 stories
PWD coverage
move

Six Modern Wealth advisors left as it acquired $710 million in assets

Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.
the_wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent
Features · Sep 14The employee channel now trades books, not brokers
Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
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