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AdvisorHub

In PWD coverage since August 19, 2026 · 11 stories
PWD coverage
The Close

Merritt Point's Ross Bauer says bigger advisor teams are seeking supported independence

On AdvisorHub's podcast, Ross Bauer says the teams moving now are larger and want a partner to carry compliance, real estate, technology and staffing.
portfolio · Sep 28SEC staff statement puts private-asset valuation on advisors' due-diligence list
move · Sep 23UBS holds the grid and prices what leaving costs
Moves · Sep 22Schwab turns Ameriprise recruiting into a serial launch program
portfolio · Sep 21The corporate-bond case is a supply call, and SoftBank is the test
portfolio · Sep 16BlackRock's tailored 401(k) default moves the income call earlier
portfolio · Sep 15The 10-year clears 5%, and cash becomes an active bet
Moves · Sep 11Merrill's $1.2B Santa Fe lift-out is a density play
portfolio · Aug 25Treasury risk premium turns bond ballast into a scenario
The Close · Aug 24Independence is a product now. Choice is the real asset
move · Aug 19Clawback verdict: $5.6 million reminder of the cost of leaving
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