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Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
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Integrated Partners

In PWD coverage since August 14, 2026 · 4 stories
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Kyle Caouette
Aug 15 · from Parallel Advisors
John de Carvalho
Aug 15 · from Parallel Advisors
Departures
None tracked.
PWD coverage
move

Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points

The Minneapolis team kept its clients and its fee schedule; everything else it now rents from one custodian.
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