People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 23, 8:20 PM ET
11Distinct eventsWithin your filters
8Team moves & breakawaysEach event counted once
3Leadership changesAppointments & promotions
$4.7BReported book AUM7 of 11 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 22, 2026 | Nepa/SuscoManaging Director and Financial Advisor · Pittsburgh, PA5 reported team members | UBS → RBC Wealth Management | Team move | $1B | Reported3 sources · Details → |
| Oct 21, 2026 | MPI Wealth ManagementFounding Partner · Las Vegas, NV | UBS → Truing Capital Advisors | Breakaway | $750M | Reported1 source · Details → |
| Oct 21, 2026 | Truing Capital AdvisorsFounder · Las Vegas, NV | UBS Financial Services → Truing Capital Advisors | Breakaway | $750M | Reported1 source · Details → |
| Oct 20, 2026 | Strong Wealth Management Group of Wells Fargo AdvisorsMultigenerational advisor team · Naples, FL | UBS Financial Services → Wells Fargo Advisors | Team move | $410M | Reported1 source · Details → |
| Oct 16, 2026 | The Compass Group of Raymond JamesManaging director · Paramus, NJ3 reported team members | UBS Financial Services → Raymond James & Associates | Team move | $245M | Reported1 source · Details → |
| 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 13, 2026 | Julie FoxEquity Partner; Co-lead, Ultra-High-Net-Worth and Private Wealth | UBS → &Partners | Executive appointment | Not disclosed | Reported2 sources · Details → |
| Oct 13, 2026 | Mara GlasselEquity Partner; Co-lead, Ultra-High-Net-Worth and Private Wealth | UBS → &Partners | Executive appointment | Not disclosed | Reported2 sources · Details → |
| Sep 30, 2026 | The Cullman/Holt GroupManaging Director · Upper Arlington, OH7 reported team members | UBS → Ascend Advisory Group | Team move | $1.3B | Reported2 sources · Details → |
| Sep 26, 2026 | Naureen HassanUBS Wealth executive | Charles Schwab → UBS | Executive appointment | Not disclosed | Reported5 sources · Details → |
| Sep 25, 2026 | John Phamadvisor · Palo Alto, CA5 reported team members | Merrill Lynch → UBS | Team move | Not disclosed | 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. Explore the Team Ledger