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Wealth Advisor Daily
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Monday, October 5, 2026The Morning Brief →Sign in
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Kristian Forster

In PWD coverage since August 19, 2026 · 2 stories
PWD coverage
Moves

The custody layer gets its own talent war

Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
Moves · Aug 19HighWater's $2.4B U.S. Bank team lands on LPL via Quotient
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