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Saturday, August 29, 2026The Morning Brief →Sign in
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TSG Wealth Management

In PWD coverage since August 27, 2026 · 4 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Richard Wilson
Aug 26 · team liftout
Advisor
Aug 26 · team liftout
Arrivals
Lance Dunn
Aug 27 · from Raymond James
Departures
None tracked.
PWD coverage
advisor_note

The cap table now decides who wins $1B teams

Ownership equity, not the wirehouse checkbook, is deciding which firms land the next $1 billion team.
Moves · Aug 28Raymond James loses $545M, then raids Wells Fargo
the_tape · Aug 28Wells Fargo builds a private bank in a day
Moves · Aug 27Raymond James loses two California teams to Wells Fargo's scale pitch
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