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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
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Newbridge Securities

In PWD coverage since September 14, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Renny Kuruvilla
Sep 13 · to Arete Wealth, Inc.
PWD coverage
Features

The employee channel now trades books, not brokers

Raymond James bid $550 million for a Merrill advisor while Merrill took six UBS advisors with no disclosed number, and the gap has become the employee channel's retention math.
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