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Wednesday, October 14, 2026The Morning Brief →Sign in
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Truist

In network coverage since August 20, 2026 · 16+ 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
M. Dylan Price
Sep 8 · to Merrill
Dylan Price
Sep 8 · to Merrill Lynch
Deal recordFull tracker →
Aug 23, 26Deal announcedUrby · Rockpoint — coverage
Aug 23, 26Deal announcedUrby · Newmark · Rockpoint · $277M — coverage
Network coverage
move

Captrust acquires $3 billion Truist team; some members receive equity

The 13-person Hoge-Barrett Group registered with the Raleigh RIA on Oct. 9; terms of the deal were not disclosed.
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
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
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