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firm

U.S. Bank

In PWD coverage since August 19, 2026 · 16+ stories
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
HighWater Wealth
Aug 18 · to LPL Financial
Deal recordFull tracker →
Sep 8, 26Fund launchStellar — coverage
Sep 8, 26Deal closed — coverage
PWD coverage
policy

Scott and DeSaulnier introduce three House retirement bills on fiduciary advice and ERISA standing

The package would name rollovers in the fiduciary definition, treat commissions and payments from any source as compensation, and let participants sue as assignees on their plan's behalf.
practice · Oct 2House Democrats introduce three retirement bills widening fiduciary advice and plan standing to sue
active · Oct 1ETF Trends pitches NEOS CSHI to cash-heavy investors without pricing the options overlay
passive · Sep 25CCNR sells a commodity story with equity beta
book · Sep 21Young clients reordered their goals. Advisors should reorder the plan.
advisers · Sep 21Retirement saving now lands ahead of the down payment
regulation · Sep 15A Failed CLARITY Vote Would Speed Wall Street's Crypto Buildout
the_wrap · Sep 10Banks are buying freeze switches, not ledgers
tokenization · Sep 10A national bank's stablecoin lands on Stellar, freeze switch included
Moves · Aug 26Prosperity taps Forvis Mazars wealth leader as president
Moves · Aug 25Prosperity imports a tax-firm president as the C-suite talent war moves to the platform
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Moves · Aug 24U.S. Bank bets on credit to keep private banking teams
Moves · Aug 24The custody layer gets its own talent war
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Moves · Aug 19HighWater's $2.4B U.S. Bank team lands on LPL via Quotient
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