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Monday, September 7, 2026The Morning Brief →Sign in
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Pasha Azad

In PWD coverage since August 31, 2026 · 4 stories
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.
RIA · Sep 2UBS imports RIA playbook in Southern California push
Moves · Sep 1UBS hires $1.4B Bernstein team, betting the client network travels
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
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