other

UBS

CRD: 108754

In PWD coverage since August 15, 2026 · 16+ stories

1Deals on our tracker

-40Talent net · 12 months0 in · 40 out

Talent flow · 12 monthsOn the wire →

Net -40 · 0 arrivals · 40 departures

Arrivals

None tracked.

Departures

Advisor

Aug 22 · destination pending

Advisor

Aug 22 · destination pending

Advisor

Aug 22 · destination pending

Advisor

Aug 22 · destination pending

Frederick Spagnola

Aug 22 · to Wells Fargo Advisors Financial Network (FiNet)

Advisor

Aug 22 · destination pending

Deal recordFull tracker →

Aug 20, 26Deal announcedUBS Bank USA — coverage

PWD coverage

The Close

The platform talent war moves upstairs

Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.

Data · Aug 22The benefits channel is the new recruiting battleground

Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience

RIA · Aug 21UBS to pay advisors handsomely for banking products

Data · Aug 21Recruiting overtakes dealmaking in 30-day RIA tracking

Features · Aug 21Independent platforms pull $2.93 billion from legacy employee books

Data · Aug 20Acquisition announcements edge past advisor moves in 30 days

move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson

book · Aug 18The out-spouse is a planning client, not a bystander

Moves · Aug 18Two UBS veterans launch Naples RIA after two-and-a-half-year process

Moves · Aug 17UBS pulls three Morgan Stanley teams in one week

Data · Aug 1659 moves, one new office

The Close · Aug 16Family offices are now bidding against PE for real assets

Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow

The Close · Aug 15The $83 Trillion Transfer Runs on Family Governance

Family Office · Aug 15Family Offices' Private-Market Allocations Surge 524%

UBS

The platform talent war moves upstairs

The Morning Brief