Raymond James And Wells Fargo Won $3.5B. Both Teams Were Buying Capability.
Raymond James and Wells Fargo recruited teams managing $1.8B and $1.7B as large practices compete for deeper UHNW and business-owner capabilities.
Larry Milton Brought $400M To Sanctuary. The Deal Was Built On A 35-Year Relationship.
Larry Milton left Truist with $400M to launch Fossil Rock through mFORCE and Sanctuary, turning a longtime Merrill relationship into an independence strategy.
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.