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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
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Fidelity International Strategic Ventures

In PWD coverage since August 26, 2026 · 1 story
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Ed O'Brien
Aug 21 · to Cetera
Mike Durbin
Aug 21 · to Cetera
PWD coverage
plans

Rival Companies to buy Smart USA's managed-account arm

The managed-account provider splits from its global parent, leaving Stadion under a CEO-controlled holding company.
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