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Tuesday, September 15, 2026The Morning Brief →Sign in
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Prudential

In PWD coverage since August 25, 2026 · 8 stories
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Arrivals
Zachary Karason
Sep 6 · from U.S. Bancorp Advisors
Zachary Karason
Sep 5 · from U.S. Bancorp Advisors
Zachary Karason
Sep 3 · from U.S. Bancorp Advisors
Departures
None tracked.
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_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors
The Close · Sep 6The talent war’s quieter front
Moves · Sep 4NewEdge's $12 billion day resets the talent war
ils · Sep 3Bermuda life sidecars quadruple to $375 billion, capital test looms
practice · Aug 31Read retention before you read the growth ranking
practice · Aug 27The match is the retention lever owners underprice
book · Aug 25A tax-free Social Security play with a 2028 problem
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