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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Northwestern Mutual

In PWD coverage since August 20, 2026 · 4 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Kurt Mattson
Aug 20 · to Carson Group
PWD coverage
Moves

LPL and Raymond James land $590M in advisor moves

An Edward Jones duo and a 26-year UBS veteran chose different channels, and the split previews the RIA M&A market.
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