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The Daily Read on Semi-Liquid Funds
Thursday, October 1, 2026The Morning Brief →Sign in
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Nate Lenz

In PWD coverage since August 27, 2026 · 4 stories
PWD coverage
move

A $425 million team prices independence against the employee channel

Winstone's exit gives advisors weighing independence a benchmark: platform equity and a license to buy, set against what the employee-channel seat pays.
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
Moves · Sep 21The breakaway that left Raymond James now buys its teams
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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