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Monday, September 28, 2026The Morning Brief →Sign in
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Merit

In PWD coverage since September 4, 2026 · 6 stories
+2Talent net · 12 months21 in · 19 out
Talent flow · 12 monthsOn the wire →
Net +2 · 21 arrivals · 19 departures
Arrivals
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 26 · from Merit Financial Advisors
Advisor
Sep 26
Advisor
Sep 22
Departures
SCOTT PORTLOCK
Sep 14 · to PURSHE KAPLAN STERLING INVESTMENTS
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
PWD coverage
Moves

Ameriprise pays advisors to stay, and the market prices the tab

Four billion-dollar teams to Schwab pushed the firm from riding out poaching to paying to stop it, and the 3.51% markdown says shareholders read the checks as a subscription rather than a fix.
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
move · Sep 22Merrill sells the map while advisors get paid in equity
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
Features · Sep 4Schwab turns Vanguard's Altruist deal into a recruiting weapon
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