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Snow Pine Private Wealth is the latest in a string of advisory groups to jump from UBS to Wells Fargo.

Tom Cleary and Robert Whittington return to Morgan Stanley to start Southeast Wealth Management Group in Orlando, Florida.

The recruiting deal comes after NewEdge Advisors drew a 24-person team previously managing $1.4 billion for Ameriprise earlier this year.

Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.

The arrival of Warren-Fantano Wealth Management at Janney will give the regional broker-dealer a new office in Delaware.

The Weikes Slattery Group generated $17 million in annual revenue from locations in New York and California.

The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.

Amid UBS advisor exits, 25-year veteran joins Morgan Stanley

The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.

With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.

NewEdge Advisor's recruiting win from Ameriprise is the third recent big win for the New Orleans-based company.

Linda Friedman, who has made a career with Wall Street discrimination and harassment cases, is representing an ex-Citi executive in a bombshell lawsuit this week. Things didn't have to take this turn, she contends.

Two teams and one advisor managing a combined $1.3 billion choose to set up shop at Wells Fargo's channel for independent advisors.

An wealth management duo from Ohio chooses LPL's unit for direct employee advisors to found Moto Wealth Partners.

Plus, Cetera adds a $1.9B tax-focused firm, Choreo acquires two RIAs, and Modern Wealth expands in New York.

K. Dane Snowden initially joined the CFP Board as chief operating officer in 2023 and replaces outgoing CEO Kevin Keller.

Roughly 100 employees — mostly in management — are expected to move to the wealth management unit's new headquarters in booming South Florida.

Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.

Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.

A FINRA arbitration panel finds a "pattern" in JPMorgan's attempts to blacken the regulatory records of advisors moving to rival firms.