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Saturday, October 3, 2026The Morning Brief →Sign in
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Jonathan Lewis

In PWD coverage since August 24, 2026 · 8 stories
PWD coverage
Moves

TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

The $5 billion hybrid RIA says it will draw on his vendor relationships as it keeps investing in its technology platform.
Moves · Sep 24LPL's recruiting pitch now runs through its own alumni list
RIA · Sep 23The AI sell-off reprices the cash spread, not the fee
The Close · Aug 29LPL's double CTO hire moves the platform war to new terrain
Features · Aug 29State Street and LPL recruit the platform builders
Moves · Aug 26LPL and Raymond James land $470M, but the platform is the pitch
Moves · Aug 25Prosperity imports a tax-firm president as the C-suite talent war moves to the platform
Moves · Aug 24LPL recruits Wells Fargo tech chief for Latitude push
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