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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
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Sierra Ridge Advisor Group

In network coverage since August 31, 2026 · 9 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.
Recruiting & transitions · Sep 1628 advisors kept an $825 million book by staying put
Moves · Sep 15Cetera got the OSJ; the producers kept the book
Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move
Moves · Sep 4NewEdge's $12 billion day resets the talent war
Moves · Aug 31Cetera’s Sierra Ridge win is a bet on the OSJ model
Recruiting & transitions · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway
Moves · Aug 31Cetera's OSJ play wins $2.1B Sierra Ridge from LPL
Moves · Aug 31Cetera lands $2.1B LPL OSJ after 13-month tenure
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