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TIAA

In PWD coverage since September 19, 2026 · 16+ stories

1Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Arrivals

None tracked.

Departures

Legacy Edge Advisors

Sep 2 · to Legacy Edge Advisors

Deal recordFull tracker →

Sep 30, 26Deal closedNuveen · Schroders · $2.6K — coverage

PWD coverage

advisor_note

Pontera pitches AI trust layer after OpenAI agents probe SEC sites

The 401(k) software firm's credential-sharing dispute with Fidelity is unresolved as Schwab prepares its own agent.

the_wrap · Oct 2T. Rowe Price flags private credit in annuities as retirees hesitate to spend

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

investments · Oct 1Nuveen closes $13 billion Schroders deal, creating a $2.6 trillion manager

income · Oct 1TIAA study ties AI and GLP-1 longevity to retirement funding worries

the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

RIA · Oct 1TIAA survey: twice as many respondents favor exercise and diet as financial planning

income · Oct 1TIAA survey finds 53% of adults fear outliving savings

book · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending

the_wrap · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending

M&A · Oct 1Nuveen completes Schroders acquisition and keeps it separate for 12 to 18 months

practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit

RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions

Deals & PE · Sep 28Brixmor and Everview agree to take Slate Grocery REIT private at $2.3B

launches · Sep 21Nuveen's 0.37% bond ETF bets on the index's blind spots

The Close · Sep 19The talent war moved up the org chart