Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
firm

Wells Fargo Advisors FiNet

In network coverage since August 22, 2026 · 14 stories
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Turquoise Private Wealth
Aug 21 · from Ameriprise
Departures
None tracked.
Network coverage
The Close

Bank of America downgrades Ameriprise over the cost of retention bonuses

Ameriprise shares closed at $480.41 on Oct. 19, down 4.07%, as analysts questioned whether bonus payments can hold teams that RIA ownership keeps pulling away.
Recruiting & transitions · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says
The Advisor's Note · Oct 12Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
RIA · Oct 6LPL Financial to report third-quarter earnings after market close Oct. 27
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Succession & selling a firm · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
Moves · Sep 21The breakaway that left Raymond James now buys its teams
The Close · Aug 27The next recruiting grid is the advisor's screen
Moves · Aug 24The custody layer gets its own talent war
Features · Aug 23FiNet's bank-team raid redraws the independent channel
Moves · Aug 23Wells Fargo FiNet lands $1B Truist team inside Merritt Point
The Close · Aug 22The platform talent war moves upstairs
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.