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Monday, September 7, 2026The Morning Brief →Sign in
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Bank of America Private Bank

In PWD coverage since August 31, 2026 · 7 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
Departures
Michelle Pryor
Sep 5 · to Citi Private Bank
Jesse Flatt
Aug 31 · to UBS
PWD coverage
advisor_note

Insurance-owned advisor books are the new breakaway pipeline

Same-day Northwestern Mutual exits show hybrid RIAs winning with equity and custody independence.
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
move · 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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