Our thinking.
Analysis from people who have sat on both sides of the recruiting table. How books move, what the deals mean three years out, and where the firms are heading.
Monthly reportOctober 2026September 2026 · 19 pagesSubscribe for instant access
Secret Intelligence — Monthly Report
September recorded 33 verified advisor transactions of $500 million or more, representing $64.04 billion in reported assets. This monthly briefing tracks breakaways, laterals, and independent-firm acquisitions.
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White paperJuly 2026Email to read in full
Maximizing Value: Exit / Retirement Strategies for Wealth Managers and Financial Advisors
This whitepaper explores the various exit strategies available to advisors across all channels, analyzing the potential returns and considerations for each option.
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White paperJune 2026Email to read in full
Navigating the Forced Re-Pricing Impasse.
Building your confidential Plan B before a corporate mandate decides your value for you. A white paper for Truist advisors.
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White paperJuly 2026Email to read in full
What’s Changed at UBS, and What’s Driving So Many Advisors to Leave?
What is driving the moves, where advisors are landing, how portable a UBS book actually is, an honest comparison of ALFA vs. transitioning, and a complete roster of every $500M+ UBS team that has moved since January 2024.
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White paperJuly 2026Email to read in full
Simplifying the Complex World of Independence & The RIA
A field guide for wealth managers navigating the independent landscape: the fiduciary difference, the RIA ecosystem, IBD vs. hybrid vs. pure RIA, the leading aggregators and custodians, and how to choose your right path.
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White paperJuly 2026Email to read in full
Beyond IBD vs. RIA
A clear-eyed framework for advisors weighing independence. The decision stopped being binary: six models now sit between the two poles, and the right one turns on economics, control and enterprise value rather than on the label.
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