A Daily Network publication

bank

RBC Wealth Management

In PWD coverage since September 1, 2026 · 16+ stories

+1Talent net · 12 months2 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 2 incoming events · 1 outgoing events

Arrivals

Sep 23 · from Bank of America Private Bank

Sep 23 · from Bank of America Private Bank

Departures

ClearHaven Wealth Management

Sep 4 · to LPL Financial

PWD coverage

practice

SIFMA panel says advisers can build an audience without becoming finfluencers

Advisers from Merrill Lynch, RBC, Oppenheimer and Edward Jones said expertise alone no longer draws clients, but viral content is the wrong goal.

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Family Office · Sep 29Liquidity worries push family offices from funds to directs, RBC-Campden survey finds

practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers

the_tape · Sep 10Aggregators are buying the teams now

practice · Sep 8A former Stanford receiver chooses NIL freshmen over NFL millions

The Close · Sep 6The talent war’s quieter front

Features · Sep 6Citi raids the private-bank C-suite

Moves · Sep 4UBS's $2.6 billion day is a retention bet, not just a hiring spree

Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures

Moves · Sep 2Three breakaways, $945 million, and the fight moves inside the channel

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

Moves · Sep 1LPL's Linsco pitch is winning wirehouse talent

the_wrap · Sep 1First-loss CBO risk becomes a standalone product