A Daily Network publication

custodian

LPL Financial Holdings Inc.

In network coverage since August 14, 2026 · 6 stories

1Deals on our tracker

1Moves on the wire · 12 months

Observed recruiting events · 12 monthsOn the wire →

McCutchen Wesson Wealth Advisors

Aug 20 · team liftout

Deal recordFull tracker →

Feb 28, 25Deal announcedCommonwealth

Network coverage

RIA

LPL Financial to report third-quarter earnings after market close Oct. 27

The platform says it supports more than 32,000 advisors and about $2.6 trillion in brokerage and advisory assets.

RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings

RIA · Aug 20LPL adds $7.4B in July while markets pull back $16.1B

Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL

Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow

M&A · Aug 14LPL boosts Commonwealth EBITDA projection $25M, sees 90% retention

THE DESK BRIEF

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