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Monday, September 7, 2026The Morning Brief →Sign in
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Steven Summerhays

In PWD coverage since August 31, 2026 · 3 stories
PWD coverage
RIA

UBS imports RIA playbook in Southern California push

A new Irvine hub and a $1.4 billion Bernstein team import the independent playbook into UBS's employee channel.
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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