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Sunday, August 23, 2026The Morning Brief →Sign in
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Wells Fargo

In PWD coverage since August 14, 2026 · 12 stories
+3Talent net · 12 months8 in · 5 out
Talent flow · 12 monthsOn the wire →
Net +3 · 8 arrivals · 5 departures
Abby Stancik
Aug 16 · advisor move
Arrivals
Frederick Spagnola
Aug 22 · from UBS Financial Services
Gabriel Armancas
Aug 22 · from Ameriprise Financial Services
Nathan Matthews
Aug 21 · from UBS
Elijah Brown
Aug 21 · from J.P. Morgan
Frederick Spagnola
Aug 21 · from UBS
Ted Hamstra
Aug 21 · from William Blair
Departures
Not disclosed
Aug 20 · to Carson Group
Unnamed advisor
Aug 14 · to Raymond James
Julie Sabransky
Aug 14 · to Raymond James & Associates
Abby Stancik
Aug 14 · to Raymond James & Associates
Patrick Larkin
Aug 14 · to Oak Hill Wealth Advisors
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.
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