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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Ameriprise

In network coverage since September 26, 2026 · 16+ stories
-6Talent net · 12 months2 in · 8 out
Observed recruiting events · 12 monthsOn the wire →
Net -6 · 2 incoming events · 8 outgoing events
Arrivals
Colin Gates
Sep 25 · from Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Atlantic Group
Sep 25 · from Oppenheimer
Departures
Turquoise Private Wealth
Aug 21 · to Wells Fargo Advisors FiNet
Jared B. Roskelley
Sep 22 · to LPL Financial
Rise Private Wealth Management
Sep 23 · to Schwab (custody) / Rise Private Wealth Management
Andre Selfa
Oct 2 · to Osaic Wealth
Richard Millet
Oct 2 · destination pending
Kyle Kirk
Oct 2 · to Uniting Wealth Partners
Network coverage
Features

UBS Bought $5.3 Billion of Recruits and Lost $11 Billion

UBS recruited eight teams and $5.3 billion of disclosed books while $11 billion walked out. An advisor holding the offer should price it after forfeiture, against that record.
Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise
Recruiting & transitions · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans
Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans
Features · Oct 17Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams
Recruiting & transitions · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million
Recruiting & transitions · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says
Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice
Recruiting & transitions · Oct 6Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026
Moves · Oct 5Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play
Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners
RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings
Recruiting & transitions · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
Recruiting & transitions · Sep 26UBS's digital hire is a book-transfer play
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