firm
Commonwealth Financial
In PWD coverage since September 4, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Midwest Financial Group
Sep 3 · to Osaic
PWD coverage
Features
Schwab turns Vanguard's Altruist deal into a recruiting weapon
Altruist advisors now face a retention decision before integration begins, as the $4.6 billion deal's uncertainty becomes a custody sales call.