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Monday, October 12, 2026The Morning Brief →Sign in
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FiNet

In network coverage since August 28, 2026 · 9 stories
Network coverage
move

Diamond report puts employee-model recruiting packages at up to 425% of revenue

The first-half transition report counted 1,449 experienced-advisor departures against 932 recruits across the four wirehouses.
move · Oct 8Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
Moves · Aug 28Raymond James loses $545M, then raids Wells Fargo
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