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Thursday, September 24, 2026The Morning Brief →Sign in
ITDG31.47▲ 1.60%IBRN39.77▲ 0.32%ESMV31.61▲ 0.02%EFRA35.88▼ 1.13%ITDI31.47ITDH31.47ETEC26.81▼ 2.98%IVV770.98▼ 0.68%SPY772.67▼ 0.47%VOO522.67▼ 0.95%QQQ729.87▼ 0.16%VTI281.03▼ 0.75%IEFA100.46▲ 0.58%IEMG79.63▼ 2.83%GLD405.49▲ 1.00%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IJH78.48▼ 0.24%IWF123.07▼ 1.61%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK190.32▲ 0.16%BND73.05▼ 2.74%IJR147.69▼ 1.43%SGOV100.56▲ 0.00%ITOT168.33▼ 0.78%IWD256.62▼ 0.75%IWM300.23▼ 1.26%
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NewEdge Capital Group

In PWD coverage since August 20, 2026 · 8 stories
PWD coverage
move

Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points

The Minneapolis team kept its clients and its fee schedule; everything else it now rents from one custodian.
Moves · Sep 16NewEdge opens Minnesota by hiring a $1.25 billion UBS team
move · Sep 15The UHNW recruiting pitch has stopped leading with the check
Moves · Sep 15NewEdge's Midwest offices are recruiting infrastructure
Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures
Features · Sep 4Schwab turns Vanguard's Altruist deal into a recruiting weapon
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
RIA · Aug 20Advisor-built Claude tools reshape client work at NewEdge
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