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Friday, October 2, 2026The Morning Brief →Sign in
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Wedbush

In PWD coverage since September 10, 2026 · 9 stories
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Redstone Wealth Management Group
Sep 11 · from UBS Financial Services
Departures
None tracked.
PWD coverage
Moves

AllianceBernstein hands its wealth builder the CEO job

A $169 billion private-wealth arm inside a $919 billion manager now supplies AB's next chief executive, as Broadridge hires the architect of J.P. Morgan's hybrid-advice model.
Moves · Sep 24Wedbush's Chicago hire is a market builder, not a book
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
move · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
the_wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent
Features · Sep 14The employee channel now trades books, not brokers
Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team
Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Moves · Sep 10Wedbush adds a $500 million UBS team in Greensboro
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