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Wednesday, September 16, 2026The Morning Brief →Sign in
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Horizon Wealth Management Group

In PWD coverage since September 15, 2026 · 4 stories
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 14 · team liftout
Advisor
Sep 14 · team liftout
PWD coverage
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Creative Planning Now Owns the Consultant Search

More than 200 RVK relationships put the fiduciary gatekeeper inside an asset gatherer, and the ownership question now follows every consultant search.
Moves · Sep 16Planning software and a named service desk are LPL's recruiting pitch
Features · Sep 16Recruiting's new currency: peer networks and plan relationships
Moves · Sep 15LPL takes a $385 million retiree book from Wells Fargo's independent arm
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