A Daily Network publication

other

Greenwood Wealth Partners

In network coverage since September 24, 2026 · 7 stories

Network coverage

Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.

Features · Sep 26The next breakaway is a job offer

Moves · Sep 25Raymond James's employee arm is now the independence trade

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

the_wrap · Sep 25Captrust and LPL are buying whole practices now

Moves · Sep 24Raymond James runs both channels against the Commonwealth clock

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.