A Daily Network publication

bank

RBC Wealth Management

In network coverage since September 29, 2026 · 16+ stories

+1Talent net · 12 months3 in · 2 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 3 incoming events · 2 outgoing events

Arrivals

Sep 23 · from Bank of America Private Bank

Sep 23 · from Bank of America Private Bank

Mork Wealth Management Group

Oct 14 · from UBS

Departures

ClearHaven Wealth Management

Sep 4 · to LPL Financial

Rosenwald Private Wealth

Oct 9 · to Indivisible Partners

Network coverage

Moves

RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh

Raymond Nepa and Jennifer Susco lead the five-person group, which joins RBC's Pittsburgh North branch and reports to Great Lakes complex director Frank Albanese.

Moves · Oct 22RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B

Moves · Oct 21ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support

Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

Features · Oct 17Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams

Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion

digital · Oct 15Russia weighs AI data center sites in Belarus and Kazakhstan amid power constraints

Moves · Oct 14Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC

Moves · Oct 13Indivisible Partners adds $1.1B Baltimore team from RBC Wealth Management

move · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says

move · Oct 12Indivisible, launched by former Merrill executives, adds $1.1 billion RBC team in Baltimore

allocations · Oct 8RBC/Campden: family offices raise private equity and AI expectations as succession plans lag

exit · Oct 7Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

practice · Oct 2SIFMA panel says advisers can build an audience without becoming finfluencers

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Family Office · Sep 29Liquidity worries push family offices from funds to directs, RBC-Campden survey finds

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.