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In network coverage since August 20, 2026 · 8 stories
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Big four wirehouses lost a net 517 experienced advisors in first half of 2026
Merrill, Morgan Stanley, UBS and Wells Fargo are the four firms in Diamond Consultants' count, which already tops the 302 they lost in all of 2025.
The Close · Aug 31The $34 trillion women-wealth gap is a design problem