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Independent Intelligence on the Private Wealth Industry
Saturday, August 22, 2026The Morning Brief →Sign in
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Truist

In PWD coverage since August 20, 2026 · 2 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Shiralker
Aug 21 · destination pending
Unnamed seven-person advisory group
Aug 21 · to Wells Fargo Advisors FiNet
PWD coverage
The Close

The platform talent war moves upstairs

Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.
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