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The advisor's edition — practice, portfolio, and the book.
Wednesday, August 19, 2026The Morning Brief →Sign in
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Frontline Investment Advisors

In PWD coverage since August 14, 2026 · 4 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Kent Voges
Aug 14 · advisor move
Kent Voges
Aug 12 · advisor move
Arrivals
Matt Roberts
Aug 14 · from Corebridge Financial (formerly Valic Financial Advisors)
Kent Voges
Aug 14 · from Corebridge Financial (formerly Valic Financial Advisors)
Departures
None tracked.
PWD coverage
Moves

UBS pulls three Morgan Stanley teams in one week

PWD's tracking puts UBS atop the 90-day arrival board and Morgan Stanley as the wirehouse with the largest outflow.
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