other
Fidelity Personal Trust Company
In PWD coverage since September 1, 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.
PWD coverage
M&A
Grimes' tax-practice deal is a retention play
The $7 billion RIA bought eight CPAs and 800 clients to make tax depth part of retaining the households it brings in.