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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, September 29, 2026The Morning Brief →Sign in
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Pershing X

In PWD coverage since September 29, 2026 · 2 stories
0Talent net · 12 months2 in · 2 out
Talent flow · 12 monthsOn the wire →
Net 0 · 2 arrivals · 2 departures
Ainslie Simmonds
May 31 · exec change
Arrivals
Emily Schlosser
Aug 21 · from Goldman Sachs
Jim Crowley
Aug 21 · from Pershing
Departures
Lori Hardwick
Aug 21 · destination pending
Lisa Dolly
Aug 21 · destination pending
PWD coverage
practice

BNY Pershing folds Wove into Adam Vos's wealth solutions unit

The custodian declines to say how many advisors use the multi-custodial platform it launched at Insite in 2023.
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