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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

Merit

In PWD coverage since September 4, 2026 · 6 stories
+2Talent net · 12 months21 in · 19 out
Talent flow · 12 monthsOn the wire →
Net +2 · 21 arrivals · 19 departures
Arrivals
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 26 · from Merit Financial Advisors
Advisor
Sep 26
Advisor
Sep 22
Departures
SCOTT PORTLOCK
Sep 14 · to PURSHE KAPLAN STERLING INVESTMENTS
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
PWD coverage
Moves

Ameriprise pays advisors to stay, and the market prices the tab

Four billion-dollar teams to Schwab pushed the firm from riding out poaching to paying to stop it, and the 3.51% markdown says shareholders read the checks as a subscription rather than a fix.
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
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
Features · Sep 4Schwab turns Vanguard's Altruist deal into a recruiting weapon
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