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Horizon Wealth Management Group

In PWD coverage since September 15, 2026 · 8 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal closedLSA Portfolio Analytics — coverage
PWD coverage
advisor_note

Ameriprise’s retention check is now a recruiting benchmark

One-time, taxed cash is now measured against equity that gets priced at the next transaction, and this quarter’s moves show advisors doing that math.
the_wrap · Sep 25Captrust and LPL are buying whole practices now
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23An OCIO deal that is really an ETF distribution deal
the_wrap · Sep 16Creative Planning Now Owns the 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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