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Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 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 26, 9:56 PM ET
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Distinct events2within your filters
Reported book$302M2 of 2 events · not net flows
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AllBreakawayTeam moveAdvisor moveHireDepartureLeadership
2 events · last 30 days
Waverly Advisors × Remove filterClear all
  1. Oct 14
    MCS Family Wealth Advisors LLCMCS Family Wealth Advisors → Waverly AdvisorsPartner and Wealth Adviser · Bend/Eugene, OR · Advisor move 2 sources
    $151Mreported book
  2. Oct 14
    Michael StalkerMCS Family Wealth Advisors → Waverly AdvisorsPartner and Wealth Adviser · Bend/Eugene, OR · Advisor move 2 sources
    $151Mreported 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