bank
Wedbush
In PWD coverage since September 10, 2026 · 6 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Advisor
Sep 10 · team liftout
Advisor
Sep 9 · team liftout
Arrivals
James Carlson
Sep 13 · from UBS Financial Services
Departures
None tracked.
PWD coverage
move
Six Modern Wealth advisors left as it acquired $710 million in assets
Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.