A Daily Network publication

firm

U.S. Bank

In PWD coverage since August 19, 2026 · 14 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

active

ETF Trends pitches NEOS CSHI to cash-heavy investors without pricing the options overlay

The pitch leans on U.S. Bank cash commentary but omits the fund's expense ratio, yield, and any detail on its S&P 500 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

The Close · Aug 20Fidelity's rate hike turned custody into a financing war

Moves · Aug 19HighWater's $2.4B U.S. Bank team lands on LPL via Quotient