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Wednesday, August 26, 2026The Morning Brief →Sign in
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Pershing Advisor Solutions

In PWD coverage since August 26, 2026 · 1 story
-1Talent net · 12 months3 in · 4 out
Talent flow · 12 monthsOn the wire →
Net -1 · 3 arrivals · 4 departures
Arrivals
Emily Schlosser
Aug 21 · from Goldman Sachs
Jim Crowley
Aug 21 · from Pershing
Ben Harrison
Aug 21 · from Pershing Advisor Solutions
Departures
Mark Tibergien
Aug 21 · destination pending
Lori Hardwick
Aug 21 · destination pending
Maura Creekmore
Aug 21 · destination pending
Lisa Dolly
Aug 21 · destination pending
PWD coverage
Deals & PE

Vanguard's Altruist buy is a bet on tax season

The fund giant gains an RIA platform, an AI tax tool, and a seat in a custody fight it never won on cost alone.
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