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Tuesday, September 22, 2026The Morning Brief →Sign in
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Merit

In PWD coverage since September 4, 2026 · 4 stories
0Talent net · 12 months20 in · 20 out
Talent flow · 12 monthsOn the wire →
Net 0 · 20 arrivals · 20 departures
Arrivals
Timothy M. Brennan
Sep 21 · from Commonwealth Financial Network
Tim Brennan
Sep 19 · from Pinnacle Financial Group (Commonwealth Financial Network)
Advisor
Sep 14 · from Merit Financial Advisors
Advisor
Sep 14 · from Merit Financial Advisors
Advisor
Sep 14
Advisor
Sep 14 · from Merit Financial Advisors
Departures
SCOTT PORTLOCK
Sep 14 · to PURSHE KAPLAN STERLING INVESTMENTS
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
PWD coverage
move

Merrill sells the map while advisors get paid in equity

The same book now trades in two markets, and only one of them seats the advisor who built it.
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
Features · Sep 4Schwab turns Vanguard's Altruist deal into a recruiting weapon
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