A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailyYou’re reading this editionETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ESG Capital Daily
Independent Intelligence on Sustainable Investment Capital
Sunday, October 11, 2026The Morning Brief →Sign in
ria

Commonwealth

In network coverage since September 2, 2026 · 16+ stories
1Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Doussard Financial
Oct 7 · team liftout
Deal recordFull tracker →
Feb 28, 25Deal announcedLPL Financial Holdings Inc.
Network coverage
Features

Ascentis Adds $1B in Practices, Keeps Raymond James Custody

Osaic recruits a $245 million advisor, Merit buys a $1.1 billion Buffalo-area RIA, and Cetera adds a $235 million Commonwealth team.
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
practice · Oct 6Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
the_wrap · Oct 1Treasury draft rules would auto-open 63.36 million child accounts
the_wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab
Data · Sep 24LPL's organic compounding rests on a modeled advisory mix
policy · Sep 24Trump Accounts enroll millions, but only 5% of the families they target
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
move · Sep 22Merrill sells the map while advisors get paid in equity
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team
Moves · Sep 10&Partners' 125th practice is its second Commonwealth team in two weeks
Moves · Sep 2&Partners recruits $684M Fairbanks team from Commonwealth, its first Alaska practice
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from ESG Capital Daily, in your inbox every weekday. Free.