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Friday, October 23, 2026 · Today’s edition, 6:30 a.m. ETFri, Oct 23 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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Michael Herzberg

In network coverage since September 4, 2026 · 1 story
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Recruiting & transitions

Rockefeller's double raid puts a price on the cap table pitch

Two teams carrying $950 million left Stifel and Morgan Stanley for Rockefeller, the latest evidence that advisors now price platform ownership above retention dollars.
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