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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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Osaic

In network coverage since August 30, 2026 · 16+ stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
IronGate Services
Aug 20 · from Ameriprise Financial Services
Midwest Financial Group
Sep 3 · from Commonwealth Financial
Departures
None tracked.
Deal recordFull tracker →
Mar 31, 26Deal closedBain Capital · Reverence Capital Partners
Network coverage
Moves

Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

Cynthia Doussard, who spent 24 years at Commonwealth, is moving a Washington practice with about $235 million in assets under administration to Cetera.
Moves · Oct 5LPL recruits $1.1 billion Praxis team from Wells Fargo's FiNet
practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
move · Sep 22Merrill sells the map while advisors get paid in equity
advisor_note · Sep 19The RIA bidding war has moved to the holding period
Moves · Sep 18Merit bought a succession plan and paid for it in equity
move · Sep 17Osaic's rebuild starts with the advisors it still has
Moves · Sep 15At Choreo, the integration job now comes with the HR title
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
The Close · Sep 12RIA M&A's scarce input is now the post-close operator
Features · Sep 9The RIA talent war moves to the operating suite
Moves · Sep 9BridgePort hires Osaic M&A veteran Tina Decker
Moves · Sep 4NewEdge's $12 billion day resets the talent war
move · Sep 2Platform breadth is the new mid-market affiliation test
Moves · Sep 1Advisor moves jump 16.2% as the platform war moves to retention
Data · Aug 30The meeting is the new AI battleground
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