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Private Wealth Daily
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James Carlson

Redstone Wealth Management Group · Reported Sep 14
In network coverage since September 10, 2026 · 5 stories
Network coverage
Moves

NewEdge turned Fort Lauderdale into a $12 billion outpost in one day

Four simultaneous $3 billion registrations in Fort Lauderdale turn the talent war into a city-by-city contest.
Recruiting & transitions · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
The Wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent
Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Moves · Sep 10Wedbush adds a $500 million UBS team in Greensboro
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