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Thursday, August 20, 2026The Morning Brief →Sign in
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OVERLAND PARK, KS
CRD: 106766
In PWD coverage since August 14, 2026 · 6 stories
$155BRegulatory AUMSEC Form ADV · Aug 15
648EmployeesForm ADV
-38Talent net · 12 months1 in · 39 out
Talent flow · 12 monthsOn the wire →
Net -38 · 1 arrivals · 39 departures
Arrivals
Advisor
Aug 19
Departures
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
PWD coverage
Data

Acquisition announcements edge past advisor moves in 30 days

Announced purchases now outnumber advisor moves, a small gap with a clear direction.
advisers · Aug 19Edelman puts a dealmaker in charge of retirement plan services
exit · Aug 18Edelman hires dealmaker to buy and recruit retirement practices
advisers · Aug 18Edelman turns its retirement unit over to a dealmaker
advisers · Aug 17Edelman puts an M&A veteran atop its retirement unit
RIA · Aug 14Edelman Hires Retirement Advisory Veteran Christian Mango
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