A Daily Network publication

bank

Truist Investment Services

In network coverage since October 14, 2026 · 9 stories

-2Talent net · 12 months0 in · 2 out

Observed recruiting events · 12 monthsOn the wire →

Net -2 · 0 incoming events · 2 outgoing events

Arrivals

None tracked.

Departures

The Hoge-Barrett Group

Oct 14 · to Captrust Financial Advisors

Oct 16 · to Wells Fargo Advisors

Network coverage

Moves

Rockefeller adds $992 million Truist team in Naples

The Kellam Group joins Rockefeller Global Family Office's first office on Florida's west coast, opened earlier this year.

The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

move · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million

Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M

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

move · Oct 14Hoge moves $3B-asset Truist team to Captrust, citing employee equity

Moves · Oct 14Captrust adds 13-person, $3B Truist team as Hoge cites equity

move · Oct 14Captrust acquires $3 billion Truist team; some members receive equity

Moves · Oct 14Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem

THE DESK BRIEF

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