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Wealth Advisor Daily
You’re reading this edition
Edition No. 014
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, August 27, 2026
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In PWD coverage since August 26, 2026 · 3 stories
PWD coverage
the_wrap
Liftouts Turn Inward as Independents Raid Their Own
The same day brought a $1.6 billion Cambridge-to-LPL move, two four-advisor teams to Osaic, and a $1 billion Citizens grab — evidence that independent platforms now compete on capital, not just independence.
book · Aug 27
Culture joins the payout grid in recruiting wars
Moves · Aug 26
Citizens adds a $1 billion Tampa team and keeps its name
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