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Monday, September 14, 2026The Morning Brief →Sign in
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James Carlson

In PWD coverage since September 10, 2026 · 3 stories
PWD coverage
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The day UBS, Merrill, Raymond James, and LPL swapped talent

Monday's advisor moves made clear that transition capital, not brand, sets the market clearing price.
Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Moves · Sep 10Wedbush adds a $500 million UBS team in Greensboro
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