People Moves: Carson Hires Recruiter from Osaic for Indie Channel

Published on August 18, 2026

Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a relationship manager and wealth advisor.

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13 Investment Must Reads for This Week (Aug. 18, 2026)

August 18, 2026
Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.

MAI's Post-Carlyle Deal Spree Continues, Adding Two Firms with Combined $1B+ AUM

August 18, 2026
MAI Capital gets a footprint in Atlanta and expands in California a few months after selling a majority ownership stake to the Carlyle Group.