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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, September 1, 2026The Morning Brief →Sign in
bank

Bank of America Private Bank

In PWD coverage since August 31, 2026 · 2 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Jesse Flatt
Aug 31 · to UBS
PWD coverage
move

Cetera's enterprise channel becomes the $1B exit

Sierra Ridge's $2.1 billion move shows the recruiting war now turns on growth infrastructure, not payout grids.
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
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