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.
RBC’s $646M Morgan Stanley Hire Shows Why Florida Wealth Teams Are In Play
RBC added the $646M Thomasco Group from Morgan Stanley, strengthening its Palm Beach Gardens wealth presence.
Wells Fargo Kept Advisor Pay Steady. So Why Are Compensation Costs Rising?
Wells Fargo kept its 2026 advisor pay plan steady, but rising compensation costs show how strong markets can create grid creep pressure.
A $705M Morgan Stanley Team Joined RBC. The Real Story Is Business-Owner Advice
RBC added The McGrath Group from Morgan Stanley in Fargo, showing how business-owner planning and ESOP expertise are shaping advisor recruiting.
Wells Fargo’s $750M Recruiting Run Shows Why Family-Led Advisor Teams Still Matter
Wells Fargo added advisor teams from Morgan Stanley and Ameriprise, showing how regional, family-linked practices remain central to recruiting.
Raymond James’ Beverly Hills Morgan Stanley Hire Is About More Than $160M
Raymond James added Thomas K. Sutter from Morgan Stanley in Beverly Hills, strengthening its employee advisor channel and complex-client reach.