A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailyYou’re reading this editionWealth Advisor Daily
Secondaries Daily
The Daily Read on the Secondary Market
Saturday, October 3, 2026The Morning Brief →Sign in
person

Elyn Davis

In PWD coverage since August 14, 2026 · 5 stories
PWD coverage
move

Raymond James hires Schwab custody veteran for client experience

For advisors weighing hybrid platforms against independent custody, the hire tests whether relationship quality, not payout grids, decides the next platform competition.
Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody
Moves · Aug 16Raymond James pulls a 29-year Schwab veteran into its RIA custody fold
RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO
RIA · Aug 14Raymond James hires Schwab's Elyn Davis for RIA client experience
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Secondaries Daily, in your inbox every weekday. Free.