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Monday, September 7, 2026The Morning Brief →Sign in
asset manager

Bernstein Private Wealth Management

In PWD coverage since August 21, 2026 · 8 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Advisor
Aug 31 · team liftout
Advisor
Aug 31 · team liftout
Advisor
Aug 30 · team liftout
Arrivals
None tracked.
Departures
Pasha Azad
Aug 31 · to UBS
Jeffrey Thompson
Aug 21 · to NewEdge Wealth
PWD coverage
Moves

NewEdge's $12 billion day resets the talent war

Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.
Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures
RIA · Sep 2UBS imports RIA playbook in Southern California push
Moves · Sep 1UBS hires $1.4B Bernstein team, betting the client network travels
move · Sep 1Cetera's enterprise channel becomes the $1B exit
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
Moves · Aug 24The custody layer gets its own talent war
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
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