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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Frontline Investment Advisors

In PWD coverage since August 14, 2026 · 4 stories
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Matt Roberts, Kent Voges
Aug 13 · 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.
Daily · 7:40 a.m. ET

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