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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
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TIAA Wealth Management & Advice Solutions

In PWD coverage since October 1, 2026 · 1 story
-1Talent net · 12 months1 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -1 · 1 arrivals · 2 departures
Arrivals
Divyangi Anchan
Sep 18 · from Google
Departures
Scott Israel
Sep 3 · to Legacy Edge Advisors
Brad Finkle
May 31 · to Barings
PWD coverage
RIA

TIAA survey: twice as many respondents favor exercise and diet as financial planning

Thirty-two percent of respondents said their future-preparation energy leaned toward physical health, against 16% for financial planning, with 53% splitting evenly.
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