A $1.7B UBS Team Joined RBC. The Bigger Shift Is Happening Inside Employee Advice.
RBC added a $1.7B UBS team while LPL’s Linsco recruited $870M from Baird, showing how employee wealth models now compete on autonomy and scale.
A $1.2B UBS Team Went Independent. The Bigger Story Is What Independence Now Means.
Sanctuary landed a $1.2B UBS breakaway while Raymond James added Commonwealth and Wells Fargo teams, showing how advisor independence is changing.
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 $660M UBS Team Just Joined RBC. The Bigger Story Is Executive Wealth
RBC added a $660M UBS team in Los Angeles, showing how UHNW planning, equity compensation and advisor support are driving recruiting.
RBC Pulled Another Billion-Dollar Team From UBS. This Time, Detroit Was The Prize
RBC recruited BLS Financial Group from UBS in Michigan, adding a $1.1B team as wirehouse recruiting, UHNW service and legal transition risks intensify.
Wells Fargo Added Nearly $1.5B In Advisor Assets. The Real Signal Is Channel Choice
Wells Fargo added nearly $1.5B in advisor assets across its employee and FiNet channels, showing how flexibility and scale are shaping recruiting.
Wealth Firms Keep Buying Scale. Now The Back Office Is Paying For It
Cetera’s latest job cuts and UBS’s New Jersey layoffs show how wealth firms are cutting overlap while trying to protect advisor-facing support.
RBC’s Louisiana Expansion Shows The Power Of Anchor Advisor Teams
RBC opened its first Louisiana branch with Heller Stieffel & Noto from UBS, showing how advisor teams can anchor regional expansion.
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.
Wells Fargo FiNet’s Historic Run Shows Why Independence Is Getting More Competitive
Wells Fargo added two UBS teams as FiNet marked a historic recruiting run, while LPL and Raymond James added veteran advisor talent.
Wells Fargo’s $800M Recruiting Week Shows How Advisor Moves Are Splitting By Channel
Wells Fargo recruited advisors from RBC, UBS and Citizens, showing how multiple channels are shaping advisor movement across wealth firms.
UBS’ $1B Puerto Rico Hire Is Really A Local Trust Story
UBS recruited a $1B Merrill team in San Juan, showing why Puerto Rico’s wealth market remains a test of local trust and global advice.
RBC Opens A New Georgia Wealth Beachhead With A $430M UBS Team
RBC opened an Alpharetta branch with a $430M UBS team while Osaic and Carson added advisors through platform and succession moves.
UBS’ Arkansas Merrill Hire Shows Its U.S. Wealth Rebuild Is Getting Local
UBS recruited Clay Young from Merrill in Arkansas as Wells Fargo FiNet and Raymond James also added advisor teams.
Wells Fargo’s Naples Win Shows Advisor Recruiting Is A Channel-by-Channel Fight
Wells Fargo added Douglas DiGiorno from UBS in Naples as Raymond James and JPMorgan also made major advisor moves.
JPMorgan’s $1.1B William Blair Hire Shows Where Advisor Recruiting Is Moving
JPMorgan added David Amar’s $1.1B William Blair team as UBS and Cetera also made advisor recruiting moves.