A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyYou’re reading this editionESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Digital Capital Daily
Independent Intelligence on Institutional Digital Assets
Thursday, September 10, 2026The Morning Brief →Sign in
bank

Frost Investment Services

SAN ANTONIO, TX
CRD: 286129
In PWD coverage since August 31, 2026 · 7 stories
$3.7BRegulatory AUMSEC Form ADV · Sep 4
177EmployeesForm ADV
+31Talent net · 12 months32 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +31 · 32 arrivals · 1 departures
Arrivals
Advisor
Sep 9
Advisor
Sep 8
Advisor
Sep 8
Advisor
Sep 8
Advisor
Sep 8
Advisor
Sep 7
Departures
Advisor
Sep 7 · destination pending
PWD coverage
the_tape

The wirehouse liftout turns inward

Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.
Features · Sep 8Frost pulls 39 advisors from UBS in 48 hours
The Close · Sep 6The talent war’s quieter front
Features · Sep 6Citi raids the private-bank C-suite
the_wrap · Aug 31Commonwealth loses six teams and four advisors in one day
the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera
Features · Aug 31Independents are now raiding each other
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.