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Edition No. 046
New York · London
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Monday, September 28, 2026
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Kevin E. Herron Jr.
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In PWD coverage since September 10, 2026 · 2 stories
PWD coverage
Moves
Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Two designations that decide which client books survive the wealth transfer, a four-person service bench, and a $550 million business-owner specialist walking out the other door in the same dispatch.
Moves · Sep 10
Wedbush adds a $500 million UBS team in Greensboro
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