ria
Concurrent
In PWD coverage since August 28, 2026 · 1 story
-22Talent net · 12 months0 in · 22 out
Talent flow · 12 monthsOn the wire →
Net -22 · 0 arrivals · 22 departures
Arrivals
None tracked.
Departures
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
PWD coverage
Features
The balance sheet is the new recruiting weapon
Wells Fargo and Stifel are winning advisors with lending capacity, not custody deals—and seven custodian changes in a month of 577 moves prove the platform war hasn't started.