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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Moves Wire

Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 27, 11:15 AM ET
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Distinct events1within your filters
Team moves & breakaways1each event counted once
Reported book$330M1 of 1 events · not net flows
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1 event · last 30 days
Modern Wealth Management × Remove filterClear all
  1. Oct 21
    4thGEN Wealth Management4thGEN Wealth Management → Modern Wealth Managementadviser · Lodi, CA · 5 on the team · Team move 1 source
    $330Mreported book
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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

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Moves Wire — advisor, team and executive movement — Private Wealth Daily