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New Jersey Financial News
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Articles
About
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Wells Fargo Added Nearly $1.5B In Advisor Assets. The Real Signal Is Channel Choice
Wealth Management Charles Cooke 7/21/26 Wealth Management Charles Cooke 7/21/26

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.


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Wells Fargo FiNet’s Historic Run Shows Why Independence Is Getting More Competitive
Wealth Management Charles Cooke 7/2/26 Wealth Management Charles Cooke 7/2/26

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.

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LPL, Raymond James And FiNet Are Winning Very Different Advisor Practices
Wealth Management Charles Cooke 6/29/26 Wealth Management Charles Cooke 6/29/26

LPL, Raymond James And FiNet Are Winning Very Different Advisor Practices

LPL, Raymond James and Wells Fargo FiNet added new advisors, showing how firms are recruiting different practice types across the U.S.

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Cetera’s Kentucky Commonwealth Hire Shows Why Service Still Wins Advisors
Wealth Management Charles Cooke 6/23/26 Wealth Management Charles Cooke 6/23/26

Cetera’s Kentucky Commonwealth Hire Shows Why Service Still Wins Advisors

Cetera recruited Jamie Hatfield from Commonwealth, showing how high-touch service and platform scale are shaping advisor moves.

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UBS’ Arkansas Merrill Hire Shows Its U.S. Wealth Rebuild Is Getting Local
Wealth Management Charles Cooke 6/16/26 Wealth Management Charles Cooke 6/16/26

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.

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Two Merrill Teams Combine At Wells Fargo FiNet In $1.4B Move
Wealth Management Charles Cooke 5/27/26 Wealth Management Charles Cooke 5/27/26

Two Merrill Teams Combine At Wells Fargo FiNet In $1.4B Move

Two Merrill teams combined at Wells Fargo FiNet, while Osaic and Raymond James added advisor teams in North Carolina and Kansas City.


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