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Saturday, October 3, 2026The Morning Brief →Sign in
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Tony Reilly

In PWD coverage since September 30, 2026 · 4 stories
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Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

The moves span a Truist team in Charlotte, a seven-person UBS group in Ohio and a $1 billion Morgan Stanley advisor in Olean, New York.
move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
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