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Private Wealth Daily
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Pasha Azad

In network coverage since August 31, 2026 · 5 stories
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UBS Bought $5.3 Billion of Recruits and Lost $11 Billion

UBS recruited eight teams and $5.3 billion of disclosed books while $11 billion walked out. An advisor holding the offer should price it after forfeiture, against that record.
Moves · Sep 4NewEdge's $12 billion day resets the talent war
RIA · Sep 2UBS imports RIA playbook in Southern California push
Moves · Sep 1UBS hires $1.4B Bernstein team, betting the client network travels
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
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