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Ameriprise

In PWD coverage since September 22, 2026 · 16+ stories

-5Talent net · 12 months2 in · 7 out

Observed recruiting events · 12 monthsOn the wire →

Net -5 · 2 incoming events · 7 outgoing events

Arrivals

Sep 25 · from Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Atlantic Group

Sep 25 · from Oppenheimer

Departures

Turquoise Private Wealth

Aug 21 · to Wells Fargo Advisors FiNet

Jared B. Roskelley

Sep 22 · to LPL Financial

Rise Private Wealth Management

Sep 23 · to Schwab (custody) / Rise Private Wealth Management

Oct 2 · to Osaic Wealth

Oct 2 · destination pending

Oct 1 · to Uniting Wealth Partners

PWD coverage

Features

CG Financial hires TradePMR and Axos executives as platform fight intensifies

Jon Patullo becomes COO and CIO of the $5 billion hybrid, while Concurrent's Spire purchase lifts it to $28.6 billion.

Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

move · Sep 26UBS's digital hire is a book-transfer play

Features · Sep 26The rollup market now prices the operating layer

Features · Sep 26The next breakaway is a job offer

Moves · Sep 25Raymond James's employee arm is now the independence trade

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

move · Sep 24Ameriprise pays advisors to stay, and prices the exit

Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab

RIA · Sep 24Mission Wealth's asset is integration capacity, not AUM

The Close · Sep 23The cash spread is what the selloff repriced

Moves · Sep 23Rise's $8 billion breakaway proves the custodian, not the platform, wins

Features · Sep 23Vanguard Bought the Last Custody Asset

Moves · Sep 22Schwab turns Ameriprise recruiting into a serial launch program