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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, September 18, 2026The Morning Brief →Sign in
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Hargrove

In PWD coverage since September 10, 2026 · 1 story
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
David Haughton
Sep 9 · exec change
Arrivals
David Haughton
Sep 11 · from Carson Group
David Haughton
Sep 10 · from Carson Group
Departures
None tracked.
PWD coverage
Moves

The estate-planning attorney's new client is the multi-state RIA

David Haughton's path from an estate-planning fintech to a mega-RIA to a 50-state law firm maps where the wealth transfer actually gets administered.
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