Wells Fargo’s indie channel pulls $2.1B team from UBS
Wells Fargo's division for independent advisors has picked up its fourth team with more than $1 billion under management with ...
Thursday, July 23, 2026
Tag: Indie
Wells Fargo indie channel picks up $1.7B UBS team
In another recruiting win for Wells Fargo, a seven-advisor team has left UBS to join it.Processing ContentSnow Pine Private Wealth ...
Dynasty initiative vets indie options for wirehouse teams
When advisory teams leave a large wirehouse or regional firm, they rarely do so to start their own business or ...
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