A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, August 21, 2026The Morning Brief →Sign in
other

Ameriprise Financial Services

In PWD coverage since August 20, 2026 · 2 stories
0Talent net · 12 months1 in · 1 out
Talent flow · 12 monthsOn the wire →
Net 0 · 1 arrivals · 1 departures
Advisor
Jun 30 · team liftout
Arrivals
Chad Sarsfield
Aug 20 · from Royal Alliance
Departures
Chad Sarsfield
Aug 20 · to Osaic
PWD coverage
Moves

FiNet wins back a UBS team and adds an Ameriprise practice

Frederick Spagnola and Jon Vallaro return to the Wells Fargo independent channel, and Gabriel Armancas brings his $140 million Ameriprise practice to FiNet.
Moves · Aug 20Osaic lands Sarsfield father-son team with a $367M book
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.