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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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Truist Investment Services

In network coverage since October 14, 2026 · 8 stories
-3Talent net · 12 months0 in · 3 out
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 0 incoming events · 3 outgoing events
Arrivals
None tracked.
Departures
The Hoge-Barrett Group
Oct 14 · to Captrust Financial Advisors
Lester Ernest
Oct 16 · to Wells Fargo Advisors
Brown, Taylor, Shaw & Associates
Oct 23 · to Raymond James Financial Services (Pinnacle Asset Management)
Network coverage
Features

RBC, Kintra, Pinnacle, Modern add 20 advisors

Teams of four to six advisors left UBS, Commonwealth/LPL Financial, Truist and 4thGEN on Oct. 25; Truist named interim co-heads.
Moves · Oct 23Pinnacle hires $700M Truist team in Naples
Moves · Oct 19Rockefeller adds $992 million Truist team in Naples
The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team
Recruiting & transitions · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million
Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M
Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Moves · Oct 14Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem
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