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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Gabriel Armancas

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 22The platform talent war moves upstairs
Moves · Aug 21FiNet wins back a UBS team and adds an Ameriprise practice
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