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Ameriprise

In network coverage since September 26, 2026 · 16+ stories

-6Talent net · 12 months2 in · 8 out

Observed recruiting events · 12 monthsOn the wire →

Net -6 · 2 incoming events · 8 outgoing events

Arrivals

Sep 25 · from Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Atlantic Group

Sep 25 · from Oppenheimer

Departures

Turquoise Private Wealth

Aug 21 · to Wells Fargo Advisors FiNet

Jared B. Roskelley

Sep 22 · to LPL Financial

Rise Private Wealth Management

Sep 23 · to Schwab (custody) / Rise Private Wealth Management

Oct 2 · to Osaic Wealth

Oct 2 · destination pending

Oct 2 · to Uniting Wealth Partners

Network coverage

Features

Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

The self-funded Palm Beach Gardens firm opens with 48 professionals and dual custody at Charles Schwab and BNY Pershing.

move · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans

Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans

Features · Oct 17Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams

move · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million

move · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says

Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

move · Oct 6Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026

Moves · Oct 5Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play

Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies

Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners

RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

move · Sep 26UBS's digital hire is a book-transfer play

Features · Sep 26The rollup market now prices the operating layer

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