other
RFG
In PWD coverage since August 18, 2026 · 1 story
1Deals on our tracker
-26Talent net · 12 months7 in · 33 out
Talent flow · 12 monthsOn the wire →
Net -26 · 7 arrivals · 33 departures
Arrivals
Advisor
Sep 30 · from RFG Advisory
Advisor
Sep 29
Advisor
Sep 29 · from RFG Advisory
Advisor
Sep 29
Advisor
Sep 29 · from RFG Advisory
Advisor
Sep 28 · from RFG Advisory
Departures
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Deal recordFull tracker →
Jun 15, 26Deal announcediCapital
PWD coverage
portfolio
Franklin Templeton packages private markets into model portfolios
A single-subscription wrapper brings Franklin Templeton's private-markets models into the standard advisory workflow. The tax treatment will determine whether the SMA-style label holds up.