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Steven Roth
In PWD coverage since August 27, 2026 · 6 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.
move · Sep 1Cetera's enterprise channel becomes the $1B exit
the_wrap · Aug 31Commonwealth loses six teams and four advisors in one day
the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera
Features · Aug 31Independents are now raiding each other