THE RECRUITING SCOREBOARD · OCT 26–NOV 1, 2026
| 01 | Citizens Private Wealth 2 teams in | +$2.4B |
| 02 | LPL Financial 3 teams in | +$1.3B |
| 03 | Citizens 1 team in | +$1.2B |
| 04 | Independence 1 team in | +$1.1B |
| 05 | &Partners 1 team in | +$357M |
In the week of Oct 26–Nov 1, 2026, the Financial ADVSR Moves tracker recorded 16 advisor moves with $7.0B in reported client assets and 6 firm deals. Citizens Private Wealth led recruiting with $2.4B in net reported assets across 2 incoming teams. Comerica Bank had the largest net outflow, $1.2B. Between channels, wirehouses were net losers of 2 teams (−$460M).
THE BIG PICTURE
Strong RIA growth is masking a succession gap that M&A may be filling
Coverage of Schwab Impact, RIA deals and growth metrics suggests that strong asset growth may be hiding the handoff problem that retiring advisors face.
Sterling Park, Chief Analyst
MARKETS IN 5
Chip-led selloff sends Nasdaq to worst day since June
STOCKS
Tech selloff drives major US indexes lower on Friday
SECTORS
Chip shares lead the decline as Intel plunges
RATES
Ten-year Treasury yield eases to 4.94%
ECONOMY
Third-quarter growth beats forecasts as inflation stays elevated
COMMODITIES
Oil falls on Iran diplomacy hopes
Miles Ashford, Markets Correspondent · Read it in five minutes
THE WIRE
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WINTHROP & CO.
FORGIVABLE LOANS
Negotiating a forgivable loan: the terms that actually move
Forgiveness cadence, carve-outs, production thresholds and jurisdiction, in the order to ask for them.
READ THE ANALYSIS
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HEAT INDEX · 24 HOURS
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