Moves Wire
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Track advisor, team and leadership moves—with the evidence behind each event.
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 1, 2026 | Dana CornellAdviser2 reported team members | Morgan Stanley → Uniting Wealth Partners | Breakaway | $1B | Reported2 sources · Details → |
| Sep 8, 2026 | The Aliaskari GroupFinancial Advisor · McLean, VA | Morgan Stanley → Merrill | Team move | $1.2B | Reported1 source · Details → |
| Sep 4, 2026 | Ben FiresteinRecruiting Executive | Morgan Stanley → UBS | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 4, 2026 | Caitlin AlconFinancial Advisor · Pueblo, CO3 reported team members | Morgan Stanley → UBS | Team move | $1.4B | Reported2 sources · Details → |
| Sep 4, 2026 | Richard HornFinancial Advisor · Bethesda, MD | Morgan Stanley → UBS | Team move | $750M | Reported2 sources · Details → |
| Sep 4, 2026 | Virgin-Herzburg Wealth PartnersFinancial Advisor · Boca Raton, FL2 reported team members | Morgan Stanley → Rockefeller Global Family Office | Team move | $300M | Reported1 source · Details → |
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Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger