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New Jersey Financial News
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Articles
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RBC Pulled Another Billion-Dollar Team From UBS. This Time, Detroit Was The Prize
Wealth Management Charles Cooke 7/27/26 Wealth Management Charles Cooke 7/27/26

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.


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A Wells Fargo Duo Returned To Merrill. The Charlotte Market Explains Why
Wealth Management Charles Cooke 7/22/26 Wealth Management Charles Cooke 7/22/26

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.

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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’s $1B Merrill Team Win Shows Its Recruiting Rebound
Wealth Management Charles Cooke 7/8/26 Wealth Management Charles Cooke 7/8/26

Wells Fargo’s $1B Merrill Team Win Shows Its Recruiting Rebound

Wells Fargo Advisors added a nearly $1B Merrill team in Bellevue, showing how private client recruiting and regional wealth growth are shifting.

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