The firms the industry press wrote about most this week, ranked by number of stories.
| 01 | LPL Financial
|
10 stories |
| 02 | Schwab
|
9 stories |
| 03 | Wells Fargo
|
8 stories |
| 04 | Merrill
|
8 stories |
| 05 | Truist
|
6 stories |
| 06 | UBS
|
6 stories |
| 07 | Raymond James
|
5 stories |
| 08 | Morgan Stanley
|
4 stories |
| 09 | SEC
|
4 stories |
| 10 | RBC
|
3 stories |
THIS WEEK FROM THE NEWSROOM
DeepVest unveils PlanLab, a planning tool bundled into its platform
Sarasota-based DeepVest has launched PlanLab, a financial planning capability linking 11 domains, included in its platform at no additional cost to advisors.
Grant Whitmore, Moves Correspondent
Mercer Advisors completes $1.9 billion debt refinancing in syndicated loan market
Mercer Advisors refinanced about $1.9 billion of debt through a broadly syndicated term loan, one of several RIA consolidators InvestmentNews says are using debt financing to fund growth and acquisitions.
Grant Whitmore, Moves Correspondent
Ultra-wealthy Americans gave $107bn to philanthropy in 2025, report finds
InvestmentNews reported that US ultra-high-net-worth donors gave about $107bn in 2025, as an Altrata report shows UHNW giving rising since 2022 and its share of global giving growing.
Nora Kessler, Practice & Technology Correspondent
TD Bank taps former Schwab AI head Hardeep Walia for U.S. Wealth
RIABiz reported that TD Bank's wealth unit hired Hardeep Walia, formerly of Charles Schwab, to lead its U.S. Wealth business, which the outlet says has more than $8 billion in AUM.
Grant Whitmore, Moves Correspondent
Advisor moves, week of Oct 5–11, 2026: 16 moves, $1.1B Praxis team to LPL
LPL Financial posted the week's largest net gain, +$1.1 billion, as the tracker recorded 16 moves and $6.1 billion in client assets across the eight moves that disclosed assets.
Grant Whitmore, Moves Correspondent