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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Cullman/Holt Group

In network coverage since September 30, 2026 · 12 stories
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Moves

Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL

The Cullman/Holt Group joined from UBS, and Praxis Financial Partners left for LPL, part of the $34.4 billion in team assets tracked this week.
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Wrap · Oct 5Fitzgerald Financial Group alone discloses assets among five breakaway teams
The Wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
The Tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
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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