Truist Names New Wealth Co-Heads in Leadership Shakeup

Published on October 23, 2026

Jeff Dunn and Bryan Cram will lead Truist Wealth on an interim basis as Shimna Sameer shifts to consumer banking chief.

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Who Wears the Cost?

October 23, 2026
Platform fees for API access and AI agent calls keep landing on advisors' desks, whereas industry history illustrates that openness benefits everyone without hurting profit margins.

Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL

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In other moves, Modern Wealth adds a former LPL team overseeing $330M, Captrust snags Sanctuary team in its own backyard, The AmeriFlex Group adds 17 advisors in Q3, and a $576M Stifel team jumps to Osaic.