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Independent Intelligence on the Private Wealth Industry
Tuesday, September 8, 2026The Morning Brief →Sign in
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Nelson, Prieto & Gutierrez team

In PWD coverage since September 8, 2026 · 1 story
PWD coverage
Features

Frost pulls 39 advisors from UBS in 48 hours

Two wirehouse teams, one buyer, 48 hours: the registration file shows the advisor talent war shifting from solo breakaways to block trades.
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