other
FiNet
In PWD coverage since August 28, 2026 · 1 story
+5Talent net · 12 months5 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +5 · 5 arrivals · 0 departures
Advisor
Aug 26 · team liftout
Arrivals
Frederick Spagnola
Aug 22 · from UBS Financial Services
Gabriel Armancas
Aug 22 · from Ameriprise Financial Services
Frederick Spagnola
Aug 21 · from UBS
Unnamed seven-person advisory group
Aug 21 · from Truist
Gabriel Armancas
Aug 21 · from Ameriprise
Departures
None tracked.
PWD coverage
Moves
Raymond James loses $545M, then raids Wells Fargo
The round-robin of independent-channel recruiting tightens as FiNet takes two California teams and Raymond James answers with a Wells Fargo veteran.