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Wednesday, October 7, 2026The Morning Brief →Sign in
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Kestra Private Wealth Services

AUSTIN, TX
CRD: 155193
In network coverage since September 20, 2026 · 16+ stories
$13.5BRegulatory AUMSEC Form ADV · Oct 3
211EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
Network coverage
Data

Advisor moves outpace breakaways 59 to 1 in 30-day tracking

OpenArc Corporate Advisory logged 98 tracked events, ahead of UBS at 95, as advisor moves reached 1,991 in the 30-day window.
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS
Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches
Data · Oct 22,413 advisors changed firms in 30 days; 22 custody relationships changed hands
Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month
Moves · Sep 30Kestra Financial adds $550 million Texas planning team as wealth build-out continues
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix
Data · Sep 26The recruiting war isn't being fought over custody
Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms
Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices
Data · Sep 23The breakaway is dying; the team liftout is the deal
Data · Sep 22Recruiting outran breakaways 109 to one last month
The Close · Sep 20The talent war's next front is inside the recordkeeper
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