other
Compass
In PWD coverage since September 14, 2026 · 5 stories
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Michael Cuneo
Sep 24 · to Captrust Financial Advisors
Deal recordFull tracker →
Sep 22, 26Deal announcedLong Island Wealth Management · Captrust Financial Advisors · $1.2B — coverage
PWD coverage
advisor_note
Ameriprise’s retention check is now a recruiting benchmark
One-time, taxed cash is now measured against equity that gets priced at the next transaction, and this quarter’s moves show advisors doing that math.