People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 8:42 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
2Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.4BReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 14, 2026 | Mork Wealth Management GroupTeam lead, Mork Wealth Management Group · Lake Oswego, OR3 reported team members | UBS → RBC Wealth Management | Team move | $250M | Reported1 source · Details → |
| Oct 9, 2026 | Rosenwald Private WealthFounding Partner, Rosenwald Private Wealth · Baltimore, MD6 reported team members | RBC Wealth Management → Indivisible Partners | Breakaway | $1.1B | Reported4 sources · Details → |
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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