A Daily Network publication

bank

Bank of America Private Bank

In PWD coverage since August 31, 2026 · 12 stories

-4Talent net · 12 months0 in · 4 out

Observed recruiting events · 12 monthsOn the wire →

Net -4 · 0 incoming events · 4 outgoing events

Arrivals

None tracked.

Departures

Aug 31 · to UBS

Teresa Radzinski

Sep 11 · to Citi Private Bank

Sep 23 · to RBC Wealth Management

Sep 23 · to RBC Wealth Management

PWD coverage

The Close

Bank of America survey finds 47% of wealthy Gen Z and millennial donors use charitable trusts

Family foundations run 24% to 2% by age, but the survey gives no vehicle figures for Gen X.

Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers

Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day

Moves · Sep 16NewEdge opens Minnesota by hiring a $1.25 billion UBS team

Features · Sep 13The executive title is the new signing bonus

advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline

The Close · Sep 6The talent war’s quieter front

Features · Sep 6Citi raids the private-bank C-suite

Moves · Sep 4NewEdge's $12 billion day resets the talent war

Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures

move · Sep 1Cetera's enterprise channel becomes the $1B exit

Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor