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Family Office Daily
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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Wells Fargo Advisors FiNet

In PWD coverage since August 22, 2026 · 9 stories
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Turquoise Private Wealth
Aug 21 · from Ameriprise
Departures
None tracked.
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.
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
Moves · Sep 21The breakaway that left Raymond James now buys its teams
Moves · Aug 24The custody layer gets its own talent war
Features · Aug 23FiNet's bank-team raid redraws the independent channel
Moves · Aug 23Wells Fargo FiNet lands $1B Truist team inside Merritt Point
The Close · Aug 22The platform talent war moves upstairs
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