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Latest reportThe Wealth Teams & Advisor M&A WeeklyWeek of Oct 12
HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
The five moves total $8.66 billion in client assets, and LPL Financial took two of them.
· By The Data Desk
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Latest · Week of Oct 12HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
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The Wealth Teams & Advisor M&A Weekly
- HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
- Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL
- SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
- Ameriprise leaks $9.3 billion as custody platforms win
- NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
- Northwestern Mutual loses $5 billion to OnePoint BFG
- NewEdge's $12 billion day resets the talent war
- UBS pulls three Morgan Stanley teams in one week
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