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Leksi Kovalerchik

In network coverage since October 9, 2026 · 5 stories

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Moves

LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

U.S. Bank and PNC Private Bank each lost a team at or above $2 billion to LPL.

Moves · Oct 14Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC

Moves · Oct 13Indivisible Partners adds $1.1B Baltimore team from RBC Wealth Management

Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

RIA · Oct 9Rosenwald Private Wealth joins Indivisible Partners with $1.1 billion

THE DESK BRIEF

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