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Private Wealth Daily
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ICG Next

In network coverage since October 20, 2026 · 10 stories
Network coverage
The Close

UBS and Ameriprise add retention bonuses as recruiting turns fierce

Louis Diamond says paying a group to stay before it leaves differs from deferred compensation; Osaic's Shannon Reid calls recruiting "very, very fierce."
Moves · Oct 26ICG next, a $2.3B New Jersey firm, moves from LPL to Osaic
Moves · Oct 23Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Moves · Oct 21ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support
Recruiting & transitions · Oct 20Osaic recruits $2.3 billion ICG next team from LPL Financial
Moves · Oct 20Osaic recruits ICG next's $2.3 billion New Jersey team from LPL
Recruiting & transitions · Oct 20Osaic adds $2.3 billion ICG next from LPL, keeping firm's brand
Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise
Recruiting & transitions · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans
Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans
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