A Daily Network publication

firm

U.S. Bank

In network coverage since September 21, 2026 · 16+ stories

2Deals on our tracker

-2Talent net · 12 months0 in · 2 out

Observed recruiting events · 12 monthsOn the wire →

Net -2 · 0 incoming events · 2 outgoing events

Arrivals

None tracked.

Departures

HighWater Wealth

Aug 18 · to LPL Financial

HighWater Wealth

Oct 13 · to LPL Financial

Deal recordFull tracker →

Sep 8, 26Fund launchStellar — coverage

Sep 8, 26Deal closed — coverage

Network coverage

Data

LPL replaces advisor recruiting chief as executive changes outpace liftouts

Ken Hullings, who joined the firm in 2005, takes over from Scott Posner; LPL logged 133 tracked events in the past 30 days.

Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events

Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

tokenization · Oct 17Wells Fargo tokenized deposits move cross-border payments in two minutes or less

Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners

Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion

capital · Oct 12Virginia officials ask SCC to deny or condition Dominion-NextEra merger

the_wrap · Oct 6TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens

capital · Oct 5U.S. Bank's Tim Keller says rising rates complicate utility capital spending

policy · Oct 2Scott and DeSaulnier introduce three House retirement bills on fiduciary advice and ERISA standing

practice · Oct 2House Democrats introduce three retirement bills widening fiduciary advice and plan standing to sue

active · Oct 1ETF Trends pitches NEOS CSHI to cash-heavy investors without pricing the options overlay

passive · Sep 25CCNR sells a commodity story with equity beta

book · Sep 21Young clients reordered their goals. Advisors should reorder the plan.

advisers · Sep 21Retirement saving now lands ahead of the down payment

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