Advisor News Network — Wealth Management Intelligence
- Wells Fargo Nabs Third Billion-Dollar Team in a Week
- Another Billion-Dollar Team Bolts Ameriprise for NewEdge in New York
- What's Driving the Renewed Advisor Migration From J.P. Morgan
- NewEdge Buys Out $6B UBS Breakaway's RIA in Milestone for Enterprise Equity Model
- Spring of Our Discontent? Merrill Advisors Eye Long-Term Career Choices
- The Advisor Endgame: Wirehouse vs. Independent Succession Options
- Veteran UBS Team Managing $3.5B Breaks Away to Launch Beacon Coast Partners
- UBS Hit With Record $125 Million AML Penalty
Markets 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.
NewEdge Wealth Expands to Houston with $2.2B Bernstein Team
NewEdge Wealth has opened its 20th office nationwide in Houston, anchored by a former Bernstein Private Wealth Management team managing $2.2 billion in ultra-high-net-worth client assets.
Today's Videos
IFG Recruits Advisory Teams Representing More Than $1 Billion in Assets
Independent Financial Group has recruited multiple advisory teams representing more than $1 billion in combined client assets, marking another significant expansion of the firm's advisor network.
Custodians & Independents
LiveUBS Adds $300 Million Morgan Stanley Team in Cincinnati
UBS has recruited the Stanley Edwards Group out of Morgan Stanley in Cincinnati—a $300 million practice generating $2.5 million in annual revenue—extending the wirehouse recruiting battle into Ohio.