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Commonwealth

In network coverage since September 12, 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

Data

Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit

The firm says it left without client data; our records show 76 breakaways among 1,238 advisor moves in the past 30 days.

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody

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

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