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Monday, September 28, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
ria

Clear Pointe Wealth Management

In PWD coverage since September 22, 2026 · 5 stories
4Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 24 · team liftout
Advisor
Sep 21 · team liftout
Advisor
Sep 21 · team liftout
Advisor
Sep 21 · team liftout
PWD coverage
M&A

Deal counts fell 19%; funded buyers carried the week

If the fourth-quarter count stays soft, the record run survives as a sponsor statistic — and the growth gets recruited instead.
advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22LPL's weekly recruiting cadence is now the product
Moves · Sep 22LPL's real prize in Salt Lake City is the bench
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