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Monday, September 28, 2026The Morning Brief →Sign in
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Captrust Financial Advisors

In PWD coverage since September 23, 2026 · 6 stories
2Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Michael Cuneo
Sep 24 · from Compass Advisors
Jeff Myers
Sep 24 · from Long Island Wealth Management
Departures
None tracked.
Deal recordFull tracker →
Sep 24, 26Deal closedCompass · Long Island Wealth Management · $1.2B — coverage
Sep 22, 26Deal announcedCompass · Long Island Wealth Management · $1.2B — coverage
PWD coverage
Moves

Ameriprise leaks $9.3 billion as custody platforms win

A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.
Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
the_wrap · Sep 25Captrust and LPL are buying whole practices now
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23Captrust's Long Island double deal was already one firm
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