Advisor News Network — Wealth Management Intelligence
Wealth Management Stocks
LiveMarkets Wrap
The $100B Question: Why Are the Majority of $10M+ Wirehouse Teams Landing at Wells Fargo?
Of the last 25 teams managing $10M or more in trailing-12-month production to make a move, 15 of them — a full 60% — landed at either Wells Fargo Advisors or Wells Fargo FiNet.
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Another $1.9B Team Bolts Ameriprise as StackStone Wealth Launches Its Own RIA
The steady drumbeat of large defections from Ameriprise continues to grow louder as another tenured, high-producing group left to start an independent RIA.
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Merrill's $8M / $1.3B Rising Star Lands at Morgan Stanley After Fierce Recruiting Battle
Shyan Ardalan, a 35-year-old Merrill advisor managing roughly $1.3 billion in Los Angeles, left for Morgan Stanley after spending his entire career at the Thundering Herd.
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Custodians & Independents
LiveThe State of Affairs at UBS
UBS Wealth Management U.S. is in the midst of a major transition, with new leadership pushing for a reset that has created disruption but is revealing a clearer long-term strategy.
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