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Private Wealth Daily
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James Costabile

In network coverage since October 20, 2026 · 5 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."
Features · Oct 26Raymond James names Scott Curtis COO effective Oct. 26
Moves · Oct 21ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support
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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