InvestmentNews

Wells Fargo nabs $6.3B UBS superteam as recruiting race intensifies

The biggest team move to Wells Fargo Advisors this year highlights its efforts to court large ensembles, as well as UBS's ...
Financial Planning

Wells Fargo pulls mammoth $6.3B team from UBS: Advisor Moves

Also, Cresset extends its reach in Texas, Janney recruits from Wells Fargo and Ameriprise, Merrill draws from Wells Fargo and ...
InvestmentNews

Advisor moves: Merrill lures $412M Wells Fargo team in Charlotte

Cetera also extended its 2025 Commonwealth recruitment streak, while Citizens Private Wealth stepped into the retirement ...

Wells Fargo recruits $6.3 billion team from UBS

The Hingham Street Partners team brings a staff of 16 advisors and 16 support staff to Wells Fargo’s Private Client Group.
Los Angeles Business Journal

Wells Fargo Snaps Up Munster Freeman Group

Wells Fargo Advisors recently snatched up the Munster Freeman Group, a private wealth team managing $3 billion in assets which was previously under ...
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Wells Fargo Recruits $3 Billion Advisor Team From Merrill

Wells Fargo said it recruited a financial advisor team from Merrill that previously oversaw $3 billion in assets. The new recruits include advisors Bruce Munster, his son Samuel, and David Freeman.