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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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W. Bruce Holt

Ascend Advisory Group · Reported Oct 26
In network coverage since September 30, 2026 · 9 stories
Network coverage
Features

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.
Features · Oct 14UBS loses 34 advisors in early October; two executives will join &Partners
Moves · Oct 9Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL
The Wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
The Tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Recruiting & transitions · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Recruiting & transitions · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
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