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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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James Shafer

In PWD coverage since September 15, 2026 · 5 stories
PWD coverage
Moves

NewEdge opens Minnesota by hiring a $1.25 billion UBS team

The Wayzata liftout extends a recruiting-led expansion that has already entered Texas, Florida and Ohio; it leaves the firm's Midwest presence resting on eight people.
the_wrap · Sep 16Creative Planning Now Owns the Consultant Search
move · Sep 15The UHNW recruiting pitch has stopped leading with the check
the_wrap · Sep 15The platform buyers set Monday's advisor price
Moves · Sep 15NewEdge's Midwest offices are recruiting infrastructure
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