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Saturday, October 3, 2026The Morning Brief →Sign in
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Wells Fargo

In PWD coverage since September 19, 2026 · 16+ stories
4Deals on our tracker
-4Talent net · 12 months2 in · 6 out
Observed recruiting events · 12 monthsOn the wire →
Net -4 · 2 incoming events · 6 outgoing events
Framework Wealth Advisors of Wells Fargo Advisors
Aug 21 · team liftout
Elijah Brown
Aug 21 · advisor move
Nathan Matthews
Aug 21 · advisor move
Dunn Team
Aug 27 · team liftout
Crown Legacy Wealth
Aug 31 · team liftout
Max Ortiz
Sep 10 · advisor move
Arrivals
James Taylor
Aug 27 · from Morgan Stanley
Gianluca Palermo
Aug 27 · from Bank of America
Departures
Julie Sabransky, Abby Stancik
Aug 13 · to Raymond James & Associates
Lazorik Financial Management
Aug 28 · to Raymond James Financial Services
Ronnie Murad
Sep 8 · to Merrill Lynch
Ronald A. Murad
Sep 8 · to Merrill
Jeff Chanin
Sep 23 · to Merrill
Rowland Sullivan Wealth Management team
Sep 24 · to &Partners
Deal recordFull tracker →
Sep 7, 26Deal announcedLBBW · Global Holdings — coverage
Aug 30, 26Deal announcedNew Mountain — coverage
Aug 23, 26Deal announcedBanyan Street Capital · Independencia Asset Management — coverage
Aug 23, 26Deal announcedBanyan Street Capital · Independencia Asset Management — coverage
PWD coverage
Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.
Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
issuers · Oct 2ETF Trends names only two dedicated U.S. buyback ETFs after Nvidia's $150B plan
move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend
Moves · Oct 1Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
move · Sep 29Most remaining Wells producing managers told to pick clients or management
practice · Sep 28DTCC invests in iCapital and will integrate its alternative investment product with the platform
Moves · Sep 24Wedbush's Chicago hire is a market builder, not a book
Moves · Sep 23RBC builds La Jolla on Bank of America's private bankers
Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk
tokenization · Sep 22Canada's Big Six pick the bank consortium over the stablecoin
practice · Sep 21Merrill will sell asset managers a map of its advisors' books
The Close · Sep 19The talent war moved up the org chart
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