Has Your CRM Become a Roadblock to Personalization?

Published on July 30, 2026

Advisors who treat these solutions solely as data repositories will miss significant opportunities.

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&Partners Adds $1.8B Team From Wells Fargo Advisors

July 30, 2026
The St. Louis-based hybrid broker/dealer founded by former Wells Fargo Advisors CEO David Kowach continues its recruiting momentum with its fourth addition this month.

RBC Snags $1.5B South Florida-based UBS Team

July 30, 2026
The RBC move comes amid UBS’s reported decline in U.S. advisors, with commentary that it expects attrition to “normalize.”