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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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Diamond Consultants

In network coverage since August 25, 2026 · 13 stories
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.
Moves · Oct 22RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B
Moves · Oct 15Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data
Features · Oct 14UBS loses 34 advisors as two executives head to &Partners
Moves · Oct 13&Partners to add UBS executives Mara Glassel and Julie Fox as equity partners
Recruiting & transitions · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says
Recruiting & transitions · Oct 9Diamond report puts employee-model recruiting packages at up to 425% of revenue
The Close · Oct 8Wells Fargo and Morgan Stanley finish first half as net advisor winners
Moves · Oct 8Wirehouses lost 517 advisors net in the first half of 2026
Recruiting & transitions · Oct 8Big four wirehouses lost a net 517 experienced advisors in first half of 2026
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
Moves · Sep 1Advisor moves jump 16.2% as the platform war moves to retention
Succession & selling a firm · Aug 25Calculator wave prices every advisor's exit

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