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Private Wealth Daily
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Ascend Advisory Group

In network coverage since September 30, 2026 · 8 stories
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
The Cullman/Holt Group
Sep 30 · from UBS
Departures
None tracked.
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 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
The Advisor's Note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
Succession & selling a firm · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
Recruiting & transitions · 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
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