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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
bank

Bank of America Private Bank

In network coverage since August 31, 2026 · 16+ stories
-4Talent net · 12 months0 in · 4 out
Observed recruiting events · 12 monthsOn the wire →
Net -4 · 0 incoming events · 4 outgoing events
Arrivals
None tracked.
Departures
Jesse Flatt
Aug 31 · to UBS
Teresa Radzinski
Sep 11 · to Citi Private Bank
Damon Couch
Sep 23 · to RBC Wealth Management
Lisa Behun
Sep 23 · to RBC Wealth Management
Network coverage
Tax & estate planning

BofA study: 37% said incoming principal was very prepared when transition occurred

A quarter of the 355 U.S. family offices surveyed have had a leadership transition in the last decade.
RIA · Oct 15Altrata puts US ultra-wealthy giving at $107bn for 2025
Tax & estate planning · Oct 7Bank of America survey: 47% of wealthy see next generation prepared for family giving
The Close · Oct 1Bank of America survey finds 47% of wealthy Gen Z and millennial donors use charitable trusts
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
Moves · Sep 16NewEdge opens Minnesota by hiring a $1.25 billion UBS team
Features · Sep 13The executive title is the new signing bonus
The Advisor's Note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
The Close · Sep 6The talent war’s quieter front
Features · Sep 6Citi raids the private-bank C-suite
Moves · Sep 4NewEdge's $12 billion day resets the talent war
Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures
Recruiting & transitions · Sep 1Cetera's enterprise channel becomes the $1B exit
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
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