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Wednesday, September 16, 2026The Morning Brief →Sign in
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US Bancorp Advisors

In PWD coverage since August 18, 2026 · 5 stories
3Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Zachary Karason
Sep 6 · advisor move
Zachary Karason
Sep 5 · advisor move
Zachary Karason
Sep 3 · advisor move
PWD coverage
advisor_note

Insurance-owned advisor books are the new breakaway pipeline

Same-day Northwestern Mutual exits show hybrid RIAs winning with equity and custody independence.
the_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors
The Close · Sep 6The talent war’s quieter front
Moves · Sep 4NewEdge's $12 billion day resets the talent war
RIA · Aug 18Edward Jones takes hybrid platform direct to next-gen investors
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