bank

RBC Wealth Management

In network coverage since September 1, 2026 · 16+ stories

+1Talent net · 12 months2 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 2 incoming events · 1 outgoing events

Arrivals

Damon Couch

Sep 23 · from Bank of America Private Bank

Lisa Behun

Sep 23 · from Bank of America Private Bank

Departures

ClearHaven Wealth Management

Sep 4 · to LPL Financial

Network coverage

exit

Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

The sale can deliver a financial windfall while altering the route to independence, with founder-side guidance on timing, equity terms and legal counsel.

practice · Oct 2SIFMA panel says advisers can build an audience without becoming finfluencers

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Family Office · Sep 29Liquidity worries push family offices from funds to directs, RBC-Campden survey finds

practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers

the_tape · Sep 10Aggregators are buying the teams now

practice · Sep 8A former Stanford receiver chooses NIL freshmen over NFL millions

The Close · Sep 6The talent war’s quieter front

Features · Sep 6Citi raids the private-bank C-suite

Moves · Sep 4UBS's $2.6 billion day is a retention bet, not just a hiring spree

Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures

Moves · Sep 2Three breakaways, $945 million, and the fight moves inside the channel

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

Moves · Sep 1LPL's Linsco pitch is winning wirehouse talent

RBC Wealth Management

Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

The Morning Brief