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The ADV Debate Is Solving the Wrong Problem
Published on October 23, 2026
The filing was never the point. Building a great business is.
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Other news
Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL
October 23, 2026
In other moves, Modern Wealth adds a former LPL team overseeing $330M, Captrust snags Sanctuary team in its own backyard, The AmeriFlex Group adds 17 advisors in Q3, and a $576M Stifel team jumps to Osaic.
Raymond James Recruits $700M Advisor Team from Truist
October 23, 2026
The Southwest Florida team joins Raymond James’ Financial Institutions Division through Pinnacle Financial Partners’ investment program.
