firm

U.S. Bank

In PWD coverage since August 24, 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

the_wrap

TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens

Amazon's 690MW Calvert Cliffs nuclear PPA anchors a hyperscaler for two decades, while U.S. Bank warns utilities are turning to backup bank financing as DOE loans pull back.

capital · Oct 5U.S. Bank's Tim Keller says rising rates complicate utility capital spending

policy · Oct 2Scott and DeSaulnier introduce three House retirement bills on fiduciary advice and ERISA standing

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

U.S. Bank

TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens

The Family Office Daily Briefing