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Wednesday, September 30, 2026The Morning Brief →Sign in
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Charles Schwab Corporation

In PWD coverage since September 30, 2026 · 1 story
-5Talent net · 12 months2 in · 7 out
Talent flow · 12 monthsOn the wire →
Net -5 · 2 arrivals · 7 departures
Arrivals
Walt Bettinger
Aug 21 · from Schwab
Rick Wurster
Aug 21 · from Schwab
Departures
Bernie Clark
Sep 26 · destination pending
Naureen Hassan
Sep 26 · to UBS
Peter Crawford
Sep 26 · destination pending
Joe Martinetto
Sep 26 · destination pending
Greg Bruce
Aug 14 · to Raymond James
Elyn Davis
Aug 14 · to Raymond James
PWD coverage
RIA

Fitch says higher rates stand to lift wealth manager cash earnings

The September 29 report assesses Schwab, LPL Financial, Raymond James, Ameriprise and Stifel, and flags higher deposit costs and cash sorting as offsets to the spread.
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