A Daily Network publication

bank

Wells Fargo

In network coverage since October 16, 2026 · 16+ stories

8Deals on our tracker

-4Talent net · 12 months2 in · 6 out

Observed recruiting events · 12 monthsOn the wire →

Net -4 · 2 incoming events · 6 outgoing events

Framework Wealth Advisors of Wells Fargo Advisors

Aug 21 · team liftout

Aug 21 · advisor move

Nathan Matthews

Aug 21 · advisor move

Aug 27 · team liftout

Crown Legacy Wealth

Aug 31 · team liftout

Sep 10 · advisor move

Arrivals

Aug 27 · from Morgan Stanley

Gianluca Palermo

Aug 27 · from Bank of America

Departures

Julie Sabransky, Abby Stancik

Aug 13 · to Raymond James & Associates

Lazorik Financial Management

Aug 28 · to Raymond James Financial Services

Sep 8 · to Merrill Lynch

Ronald A. Murad

Sep 8 · to Merrill

Rowland Sullivan Wealth Management team

Sep 24 · to &Partners

Sep 23 · to Merrill

Deal recordFull tracker →

Oct 20, 26Deal closedJ.P. Morgan Chase · Citadel · Vornado Realty Trust · Ken Griffin · Rudin · $3.3B — coverage

Oct 20, 26Deal closedGenting Americas · $500M — coverage

Oct 12, 26Deal announcedJ.P. Morgan Chase · Anderson Family Properties — coverage

Oct 4, 26Deal talkPayward — coverage

Sep 7, 26Deal announcedLBBW · Global Holdings — coverage

Aug 30, 26Deal announcedNew Mountain — coverage

Aug 23, 26Deal announcedBanyan Street Capital · Independencia Asset Management — coverage

Aug 23, 26Deal announcedBanyan Street Capital · Independencia Asset Management — coverage

Network coverage

Moves

RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh

Raymond Nepa and Jennifer Susco lead the five-person group, which joins RBC's Pittsburgh North branch and reports to Great Lakes complex director Frank Albanese.

book · Oct 22Wells Fargo study finds 61% of adult children report inheritance fallout

Family Office · Oct 22Wells Fargo survey finds 61% of affluent adult children report inheritance conflict

debt · Oct 21Genting Americas refinances Miami's Omni Center with $500M loan

debt · Oct 21Griffin, Vornado and Rudin close $3.3B construction loan for 350 Park Avenue

Moves · Oct 20Wells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples

The Close · Oct 20Bank of America downgrades Ameriprise over the cost of retention bonuses

tokenization · Oct 19JPMorgan to bring JPM Coin to Ethereum, citing liquidity

The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

tokenization · Oct 17Wells Fargo tokenized deposits move cross-border payments in two minutes or less

Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners

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

Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M

capital · Oct 16BXP sells 10.6% stake in planned $2B 343 Madison Avenue office tower to AVRS Partners

Moves · Oct 16Merrill adds $1.2B UBS advisory team in Santa Fe

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.