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Sunday, September 13, 2026The Morning Brief →Sign in
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Fiduciary Trust International

LINCOLN, MA
CRD: 124062
In PWD coverage since August 30, 2026 · 2 stories
$7.7BRegulatory AUMSEC Form ADV · Sep 11
50EmployeesForm ADV
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Sep 4 – Sep 11
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Gloria Fieldcamp
Aug 29 · to Northern Trust Wealth Management
James Le Rose
Aug 29 · to Northern Trust Wealth Management
PWD coverage
The Close

Team liftouts escape the roll-up lane

Three whole books changed hands in one day at Tastytrade, Parallel Advisors, and Raymond James—the liftout has outgrown the private-equity roll-up and become the default growth move across channels.
Features · Aug 30The talent war finds the fiduciary bench
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