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Wealth Advisor Daily
You’re reading this edition
Edition No. 012
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, August 24, 2026
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The Book
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15
stories · 24h
1302
deals & moves · 7d
4,220
firms & people tracked
194
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Gabriel Armancas
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In PWD coverage since August 21, 2026 · 3 stories
PWD coverage
Features
FiNet's bank-team raid redraws the independent channel
A $1 billion Truist liftout and a UBS team land at Wells Fargo FiNet in one day, making the broker-dealer the fast exit from the employee channel.
The Close · Aug 22
The platform talent war moves upstairs
Moves · Aug 21
FiNet wins back a UBS team and adds an Ameriprise practice
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