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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
bank

Wells Fargo

In network coverage since October 16, 2026 · 16+ stories
8Deals on our tracker
-4Talent net · 12 months2 in · 6 out
Observed recruiting events · 12 monthsOn the wire →
Net -4 · 2 incoming events · 6 outgoing events
Framework Wealth Advisors of Wells Fargo Advisors
Aug 21 · team liftout
Elijah Brown
Aug 21 · advisor move
Nathan Matthews
Aug 21 · advisor move
Dunn Team
Aug 27 · team liftout
Crown Legacy Wealth
Aug 31 · team liftout
Max Ortiz
Sep 10 · advisor move
Arrivals
James Taylor
Aug 27 · from Morgan Stanley
Gianluca Palermo
Aug 27 · from Bank of America
Departures
Julie Sabransky, Abby Stancik
Aug 13 · to Raymond James & Associates
Lazorik Financial Management
Aug 28 · to Raymond James Financial Services
Ronnie Murad
Sep 8 · to Merrill Lynch
Ronald A. Murad
Sep 8 · to Merrill
Rowland Sullivan Wealth Management team
Sep 24 · to &Partners
Jeff Chanin
Sep 23 · to Merrill
Deal recordFull tracker →
Oct 20, 26Deal closedCitadel · Ken Griffin · Rudin · J.P. Morgan Chase · Vornado Realty Trust · $3.3B — coverage
Oct 20, 26Deal closedGenting Americas · $500M — coverage
Oct 12, 26Deal announcedAnderson Family Properties · J.P. Morgan Chase — coverage
Oct 4, 26Deal talkPayward — coverage
Sep 7, 26Deal announcedLBBW · Global Holdings — coverage
Aug 30, 26Deal announcedNew Mountain — coverage
Aug 23, 26Deal announcedBanyan Street Capital · Independencia Asset Management — coverage
Aug 23, 26Deal announcedBanyan Street Capital · Independencia Asset Management — coverage
Network coverage
Tokenization

OKXICE tokenized-stock opt-outs hit 22 as Wells Fargo and Cisco object

The six include Arm, Moderna, Intuit and Marvell; an objection binds only that venue, CoinDesk reports.
Moves · Oct 22RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Tax & estate planning · Oct 22Wells Fargo study finds 61% of adult children report inheritance fallout
Family Office · Oct 22Wells Fargo survey finds 61% of affluent adult children report inheritance conflict
Real estate debt · Oct 21Genting Americas refinances Miami's Omni Center with $500M loan
Real estate debt · Oct 21Griffin, Vornado and Rudin close $3.3B construction loan for 350 Park Avenue
Moves · Oct 20Wells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples
The Close · Oct 20Bank of America downgrades Ameriprise over the cost of retention bonuses
Tokenization · Oct 19JPMorgan to bring JPM Coin to Ethereum, citing liquidity
The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team
Tokenization · Oct 17Wells Fargo tokenized deposits move cross-border payments in two minutes or less
Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Features · Oct 17Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams
Recruiting & transitions · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million
Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M
Fundraising · Oct 16BXP sells 10.6% stake in planned $2B 343 Madison Avenue office tower to AVRS Partners
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