UBS Is Losing Advisors. The Bigger Question Is Whether The Math Works.
UBS lost U.S. wealth advisors after compensation changes, testing whether margin gains can offset advisor attrition and asset outflows.
A Wells Fargo Duo Returned To Merrill. The Charlotte Market Explains Why
Merrill hired Ryan Culpepper and Sam Pennell from Wells Fargo in Charlotte, showing how wirehouse recruiting still depends on local markets and team continuity.
The 2025 Advisor Recruiting Scoreboard Has Two Clear Winners
LPL and Raymond James led 2025 advisor recruiting gains, while Bank of America, Osaic, Fidelity and UBS posted net advisor losses.