Wealth Management

$6.3B Hingham Street Moves to Wells Fargo from UBS

Hingham Street Partners moved its team of 32, which booked $38.5M in annual revenue at UBS, to Wells Fargo’s Boston-based ...
InvestmentNews

Wells Fargo nabs $6.3B UBS superteam as recruiting race intensifies

The biggest team move to Wells Fargo Advisors this year highlights its efforts to court large ensembles, as well as UBS's ...
Financial Planning

Wells Fargo pulls mammoth $6.3B team from UBS: Advisor Moves

Also, Cresset extends its reach in Texas, Janney recruits from Wells Fargo and Ameriprise, Merrill draws from Wells Fargo and ...
Financial Advisor

Wells Fargo Recruits Boston UBS Team With $6.3B AUM

Hingham Street Partners, founded in 2012 by Peter Landry, Lawrence DePaulis, and Timothy Fortune, joined Wells Fargo Advisors from UBS on December 2, according to a press release. The practice is ...
InvestmentNews

Advisor moves: Merrill lures $412M Wells Fargo team in Charlotte

Cetera also extended its 2025 Commonwealth recruitment streak, while Citizens Private Wealth stepped into the retirement ...

Wells Fargo recruits $6.3 billion team from UBS

The Hingham Street Partners team brings a staff of 16 advisors and 16 support staff to Wells Fargo’s Private Client Group.
Los Angeles Business Journal

Wells Fargo Snaps Up Munster Freeman Group

Wells Fargo Advisors recently snatched up the Munster Freeman Group, a private wealth team managing $3 billion in assets which was previously under ...