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Truist

In PWD coverage since August 20, 2026 · 15 stories

2Deals on our tracker

-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

Sep 8 · to Merrill

Sep 8 · to Merrill Lynch

Deal recordFull tracker →

Aug 23, 26Deal announcedUrby · Rockpoint — coverage

Aug 23, 26Deal announcedUrby · Rockpoint · Newmark · $277M — coverage

PWD coverage

Features

Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

The moves span a Truist team in Charlotte, a seven-person UBS group in Ohio and a $1 billion Morgan Stanley advisor in Olean, New York.

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

debt · Sep 25TYKO funds $310M as Namdar stacks Journal Square debt

Moves · Sep 11Mercer's Atlanta hire bets on density, not a disclosed book

Moves · Sep 11Merrill's $1.2B Santa Fe lift-out is a density play

Moves · Sep 10Wirehouse recruiting's $2 billion week stayed inside the channel

Deals & PE · Aug 27Rockpoint and Holland bet on 2029 San Jose rents at today's prices

debt · Aug 25Newmark prices Jersey City construction risk at $370,000 a key

debt · Aug 24Newmark places $277M construction loan on Urby's 748-unit Jersey City tower

debt · Aug 24Truist's $277M Jersey City loan prices waterfront multifamily

Moves · Aug 24The custody layer gets its own talent war

Features · Aug 23FiNet's bank-team raid redraws the independent channel

Moves · Aug 23Wells Fargo FiNet lands $1B Truist team inside Merritt Point

The Close · Aug 22The platform talent war moves upstairs

debt · Aug 20Grandbridge takes first CMBS servicing deal on two Bellevue towers