A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailyYou’re reading this editionPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
custodian

BNY Pershing

In PWD coverage since August 18, 2026 · 1 story
0Talent net · 12 months2 in · 2 out
Talent flow · 12 monthsOn the wire →
Net 0 · 2 arrivals · 2 departures
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
move

Most advisors never see the true cost of clearing and custody

Financial Planning's 41st annual IBD Elite study finds the price of clearing and custody buried under so many layers that few advisors ever see it.
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.