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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 16, 2026The Morning Brief →Sign in
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Gateway Financial Partners

In PWD coverage since August 25, 2026 · 3 stories
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 14 · advisor move
Advisor
Sep 14 · advisor move
PWD coverage
move

28 advisors kept an $825 million book by staying put

An OSJ's move reprices the practices inside it; the advisors who stayed just published the math for everyone else.
Moves · Sep 15Cetera got the OSJ; the producers kept the book
RIA · Aug 25Gateway bets coaching can fix the 72% rookie failure rate
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