ria
Modern Wealth
In PWD coverage since September 22, 2026 · 3 stories
1Deals on our tracker
+4Talent net · 12 months22 in · 18 out
Talent flow · 12 monthsOn the wire →
Net +4 · 22 arrivals · 18 departures
Arrivals
Advisor
Sep 27
Advisor
Sep 27 · from Modern Wealth Management
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 27
Departures
CODY RON CARMICHAEL
Sep 21 · to PUBLIC SAFETY FINANCIAL/GALLOWAY
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Deal recordFull tracker →
PWD coverage
Deals & PE
Northwestern Mutual set a price for the software layer: 22,000 advisors
A 22,000-advisor contract bought the front end of the client relationship while the week's other wealth deals bought the money sitting behind it.