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Private Wealth Daily
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Andrew Lerner

Atlantic Group · Reported Oct 26
In network coverage since September 25, 2026 · 4 stories
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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.
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
Features · Sep 26The next breakaway is a job offer
Moves · Sep 25Raymond James's employee arm is now the independence trade
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