other
Raymond James
In PWD coverage since August 14, 2026 · 12 stories
+5Talent net · 12 months7 in · 2 out
Talent flow · 12 monthsOn the wire →
Net +5 · 7 arrivals · 2 departures
Abby Stancik
Aug 16 · advisor move
Elyn Davis
Aug 11 · exec change
Arrivals
Abby Stancik
Aug 14 · from Wells Fargo
Greg Bruce
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Michael Rose
Aug 14 · from Stifel
Elyn Davis
Aug 14 · from Charles Schwab
Unnamed advisor
Aug 14 · from Wells Fargo
PWD coverage
The Close
Fidelity's rate hike turned custody into a financing war
Schwab's $80.2B quarter and Conte Wealth's $1.4B move put the custody race on a margin schedule.