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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Truist

In PWD coverage since August 20, 2026 · 3 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Shiralker
Aug 21 · destination pending
Unnamed seven-person advisory group
Aug 21 · to Wells Fargo Advisors FiNet
PWD coverage
Moves

Wells Fargo FiNet lands $1B Truist team inside Merritt Point

A seven-person team leaves Truist for an existing FiNet practice, the latest sign that the independent channel is now the consolidation vehicle.
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