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asset manager

Bernstein Private Wealth Management

In network coverage since August 21, 2026 · 12 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Lumina Wealth Partners
Aug 31 · to UBS
Network coverage
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Bernstein's Jennifer Goode says childless clients are underserved in estate planning

Research cited by InvestmentNews shows childless adults have higher median net worth and are less likely to have a will.
RIA · Oct 19Bernstein's Jennifer Goode says childless clients are underserved by estate-planning defaults
Moves · Sep 25AllianceBernstein hands its wealth builder the CEO job
Moves · Sep 4NewEdge's $12 billion day resets the talent war
Moves · Sep 4NewEdge and LPL place bank-bred teams in new structures
RIA · Sep 2UBS imports RIA playbook in Southern California push
Moves · Sep 1UBS hires $1.4B Bernstein team, betting the client network travels
move · Sep 1Cetera's enterprise channel becomes the $1B exit
Moves · Aug 31UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
Moves · Aug 24The custody layer gets its own talent war
The Close · Aug 22The platform talent war moves upstairs
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
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