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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 Financial

In network coverage since September 28, 2026 · 16+ stories
+2Talent net · 12 months3 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 3 incoming events · 1 outgoing events
Arrivals
The GEN Group
Oct 15 · from RBC Capital Markets
Chad Lewis
Oct 15 · from RBC Capital Markets
Vantage Axia Wealth
Oct 15 · from RBC Capital Markets
Departures
Fathom Advisors
Sep 16 · to Fathom Advisors
Network coverage
The Close

UBS and Ameriprise add advisor retention bonuses for 2026-27

Louis Diamond says paying a group to stay before it leaves differs from deferred compensation, and other firms may follow.
M&A · Oct 24Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple
Moves · Oct 21ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support
Recruiting & transitions · Oct 20BofA cuts Ameriprise to Underperform, citing advisor exits and retention loan costs
Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise
Recruiting & transitions · Oct 20Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams
The Close · Oct 20Bank of America downgrades Ameriprise over the cost of retention bonuses
Recruiting & transitions · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million
Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M
The Advisor's Note · Oct 12Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
Recruiting & transitions · Oct 8Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet
Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings
Practice management · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk
The Close · Sep 28Advisors move client assets toward dividend growth as market leadership broadens
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