ria
Long Island Wealth Management
In PWD coverage since September 23, 2026 · 4 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
Jeff Myers
Sep 24 · to Captrust Financial Advisors
Deal recordFull tracker →
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.