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Monday, October 5, 2026The Morning Brief →Sign in
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NewEdge Advisors

NEW ORLEANS, LA
CRD: 171351
In PWD coverage since August 20, 2026 · 10 stories
$43.2BRegulatory AUMSEC Form ADV · Oct 3
1,073EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
PWD coverage
Moves

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

RIABiz reports Envestnet is backfilling Molly Weiss's product brief while UBS turns its US wealth franchise over to former Schwab executive Naureen Hassan.
Moves · Sep 24LPL's recruiting pitch now runs through its own alumni list
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
Moves · Sep 17Raymond James merges succession and capital under one executive
Moves · Sep 14The Succession Gap Is a Supply Forecast
Moves · Sep 2Three breakaways, $945 million, and the fight moves inside the channel
Features · Aug 27Vanguard’s Altruist bid is a tax-season acquisition
Deals & PE · Aug 22VastAdvisor's insider SAFE says distribution beats model quality
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
RIA · Aug 20Advisor-built Claude tools reshape client work at NewEdge
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