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Tuesday, September 1, 2026The Morning Brief →Sign in
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Crown Legacy Wealth

In PWD coverage since August 31, 2026 · 3 stories
3Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Aug 30 · team liftout
Advisor
Aug 30 · team liftout
Advisor
Aug 30 · team liftout
PWD coverage
move

&Partners' seventh Wells team makes boutique RIAs a credible counteroffer

The $838 million Crown Legacy move is small next to the wirehouse's own wins, but a year of serial departures backed by equity and platform capital tells a different story.
Moves · Aug 31&Partners lands its 123rd practice with an $838 million Wells team
Moves · Aug 31&Partners' alumni edge lands another Wells team
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