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Wealth Advisor Daily
You’re reading this edition
Edition No. 063
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, October 15, 2026
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The Book
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Redstone Wealth Management Group
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In network coverage since September 10, 2026 · 5 stories
Network coverage
move
Six Modern Wealth advisors left as it acquired $710 million in assets
Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.
the_wrap · Sep 14
The day UBS, Merrill, Raymond James, and LPL swapped talent
Features · Sep 14
The employee channel now trades books, not brokers
Moves · Sep 11
Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Moves · Sep 10
Wedbush adds a $500 million UBS team in Greensboro
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