People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 3:07 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
1Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.3BReported book AUM1 of 1 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 15, 2026 | Shafer Block Wealth ManagementManaging Director · Wayzata, MN8 reported team members | UBS → NewEdge Wealth | Team move | $1.3B | Reported2 sources · Details → |
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Sign in to save a view →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