ria
Modern Wealth
In PWD coverage since September 22, 2026 · 1 story
-16Talent net · 12 months12 in · 28 out
Talent flow · 12 monthsOn the wire →
Net -16 · 12 arrivals · 28 departures
Arrivals
Advisor
Sep 21
Advisor
Sep 21
Advisor
Sep 21
Advisor
Sep 21
Advisor
Sep 20
Advisor
Sep 14
Departures
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
PWD coverage
exit
Buyers still pay up. They want the file first
Deal counts fell 9% while seller assets climbed 88%, and the gap between those two numbers is where a founder's pitch and the premium get decided.