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Monday, September 21, 2026The Morning Brief →Sign in
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Winstone Wealth Partners

In PWD coverage since September 21, 2026 · 4 stories
3Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
PWD coverage
move

A $425 million team prices independence against the employee channel

Winstone's exit gives advisors weighing independence a benchmark: platform equity and a license to buy, set against what the employee-channel seat pays.
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
the_wrap · Sep 21A $63 million climate fund can't follow its $45 million deal
Moves · Sep 21The breakaway that left Raymond James now buys its teams
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