A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyYou’re reading this editionSecondaries DailySecondariesWealth Advisor Daily
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Monday, September 28, 2026The Morning Brief →Sign in
person

Michael Rogala

In PWD coverage since September 11, 2026 · 4 stories
PWD coverage
move

Six Modern Wealth advisors left as it acquired $710 million in assets

Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.
the_wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent
Features · Sep 14The employee channel now trades books, not brokers
Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Retirement Capital Daily, in your inbox every weekday. Free.