$1.3B UBS Team Departs for Wells Fargo’s FiNet
WealthManagement.com reports on the Cullman/Holt Group’s departure from UBS to join Ascend Advisory Group through Wells Fargo FiNet, amid continued competition for large advisory teams.
WealthManagement.com reports on the Cullman/Holt Group’s departure from UBS to join Ascend Advisory Group through Wells Fargo FiNet, amid continued competition for large advisory teams.
ThinkAdvisor reports on the $1.3B Cullman/Holt Group’s move from UBS to Wells Fargo FiNet through Ascend Advisory Group in Ohio.
InvestmentNews covers the Cullman/Holt Group’s transition from UBS to Ascend Advisory Group, examining the team’s move and Wells Fargo FiNet’s continued recruiting momentum.
Ascend Advisory Group announces the addition of Jeff Cullman, Bruce Holt, and their team, highlighting the appeal of combining independent ownership with the resources and collaborative culture of an established firm.
AdvisorHub reports on the Cullman/Holt Group’s $1.3B move from UBS to Ascend Advisory Group, a Wells Fargo FiNet-affiliated independent practice in Dublin, Ohio.
Rockefeller recruited Jones Wealth Partners from Merrill Lynch, adding a $14 million team overseeing $2 billion in assets in Ohio.
Rockefeller Capital Management recruited financial advisor Sidney Jones and his team, Jones Wealth Partners, from Merrill Lynch.
Civic Financial has launched as an independent RIA after breaking away from Northwestern Mutual with approximately $1 billion in client assets.
Altruist has partnered with Civic Financial, a newly independent Boston-based RIA overseeing approximately $1 billion in client assets.
Cresset has recruited Chris Tiano and Nick Smith from Lazard Wealth, adding advisors who previously oversaw approximately $1.1 billion in client assets.