A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyYou’re reading this editionETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ETF Daily
The Definitive Daily Read on Exchange-Traded Funds
Monday, September 28, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47

The Moves Wire the industry’s tape for talent · updated continuously

Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.

The tapeNet flowsFirmTypeWindowReset
12 of the latest entries match
Sep 27Registrations3 advisors — Modern Wealth Management → MODERN WEALTH MANAGEMENT, LLC● VERIFIED
Sep 27Registrations5 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 24Registrations3 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 21Registrations4 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 15Registrations6 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Sep 15Registrations4 advisors off MODERN WEALTH MANAGEMENT, LLC’s roster · destinations pending● VERIFIED
Sep 13Registrations3 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 11Registrations2 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 10Registrations17 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Sep 4Registrations22 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Sep 1Registrations9 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Aug 28Registrations10 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
From the Moves Desk

Raymond James's employee arm is now the independence trade

A $1.25 billion Iowa team chose a W-2 and a nameplate over autonomy; UBS showed how cheap the move gets when the firm already employs the manager.

Ameriprise leaks $9.3 billion as custody platforms win

A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.

AllianceBernstein hands its wealth builder the CEO job

A $169 billion private-wealth arm inside a $919 billion manager now supplies AB's next chief executive, as Broadridge hires the architect of J.P. Morgan's hybrid-advice model.

Ameriprise pays advisors to stay, and the market prices the tab

Four billion-dollar teams to Schwab pushed the firm from riding out poaching to paying to stop it, and the 3.51% markdown says shareholders read the checks as a subscription rather than a fix.

Free deep view 0 of 3 this month.

The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.

Every weekday · 6:30 a.m. ET

The Morning Brief

ETF launches, fund research, and market coverage in your inbox every weekday. Free.