Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign in My Desk 0 EditionsSign in

wealth team

The Stephens team

2Advisors

Naples, FLMarket

1Moves on our record

The lineage

until Aug 18, 2026PRIORUBS

Aug 18, 2026CURRENTEvertern Wealth

Aug 17, 2026breakawayUBS → Evertern Wealth

No published coverage yet.

The roster

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Jim Atwood
6 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Phil Scott
6 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Shannon Reid Osaic
5 stories
Calls recruiting "very, very fierce" amid advisor competition
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Jennifer Susco RBC Wealth Management
4 stories
Joined RBC Wealth Management from UBS in a five-advisor team move.
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Raymond Nepa RBC Wealth Management
4 stories
Moved from UBS to RBC Wealth Management with the Nepa/Susco team.
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