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FP Why timing Roth IRA conversions matters for surviving spousesFP Regulatory traps that can send that next RIA M&A deal sidewaysIN Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veteransWM RIA Edge: Industry Faces Advisor Shortfall as $124T Wealth Transfer LoomsIN Advisors tackle Microsoft outage: Planning, flexibility, and smart workaroundsIN IRS lifts 2027 401(k) limit to $25,500, holds IRA cap at $7,500IN Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington stateIN Osaic in talks with Anthropic as AI reshapes advisor workforceWM Wall Street Regulator FINRA Moves to Give Industry Bigger RoleWM Dealmakers Debate Pros, Cons of Buying an RIA or Recruiting Advisors

Moves

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

InvestmentNews ·

Image: InvestmentNews

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Summary as published by InvestmentNews
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