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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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RBC Wealth Management

In network coverage since October 13, 2026 · 16+ stories
+2Talent net · 12 months4 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 4 incoming events · 2 outgoing events
Arrivals
Damon Couch
Sep 23 · from Bank of America Private Bank
Lisa Behun
Sep 23 · from Bank of America Private Bank
Mork Wealth Management Group
Oct 14 · from UBS
Nepa/Susco
Oct 22 · from UBS
Departures
ClearHaven Wealth Management
Sep 4 · to LPL Financial
Rosenwald Private Wealth
Oct 9 · to Indivisible Partners
Network coverage
Moves

Sowell Management promotes Scott Dooley to CIO

The $6.8 billion Arkansas RIA's new Office of the CIO will add research, portfolio construction and consulting for advisors.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
Features · Oct 25RBC, Kintra, Pinnacle, Modern add 20 advisors
Moves · Oct 23Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Moves · Oct 23RBC hires Shawn Bernhard for Texas South; DPL names two
Data · Oct 23Merrill lifts 2027 growth bar to $7.5M as RBC hires $1B UBS team
Moves · Oct 22RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Moves · Oct 22RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B
Moves · Oct 21ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Features · Oct 17Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams
Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Data centers & fiber · Oct 15Russia weighs AI data center sites in Belarus and Kazakhstan amid power constraints
Moves · Oct 14Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC
Moves · Oct 13Indivisible Partners adds $1.1B Baltimore team from RBC Wealth Management
Recruiting & transitions · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says
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