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Independent Intelligence on the Private Wealth Industry
Monday, August 31, 2026The Morning Brief →Sign in
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Ryan Siroky

In PWD coverage since August 31, 2026 · 1 story
PWD coverage
Moves

UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor

A four-advisor move that puts production at $2.9 million per head, and resets what recruiting a private wealth team costs.
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