ria
Merit
In PWD coverage since September 4, 2026 · 1 story
-10Talent net · 12 months15 in · 25 out
Talent flow · 12 monthsOn the wire →
Net -10 · 15 arrivals · 25 departures
Departures
Advisor
Aug 29 · destination pending
Advisor
Aug 29 · destination pending
Advisor
Aug 29 · destination pending
Advisor
Aug 29 · destination pending
Advisor
Aug 29 · destination pending
Advisor
Aug 29 · destination pending
PWD coverage
Features
Schwab turns Vanguard's Altruist deal into a recruiting weapon
Altruist advisors now face a retention decision before integration begins, as the $4.6 billion deal's uncertainty becomes a custody sales call.