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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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FiNet

In network coverage since August 23, 2026 · 9 stories
Network coverage
Recruiting & transitions

Diamond report puts employee-model recruiting packages at up to 425% of revenue

The first-half transition report counted 1,449 experienced-advisor departures against 932 recruits across the four wirehouses.
Recruiting & transitions · Oct 8Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet
The Wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
Moves · Aug 28Raymond James loses $545M, then raids Wells Fargo
Features · Aug 28The balance sheet is the new recruiting weapon
Moves · Aug 27Raymond James loses two California teams to Wells Fargo's scale pitch
Features · Aug 23FiNet's bank-team raid redraws the independent channel
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