People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 14, 7:13 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
1Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$175MReported book AUM1 of 1 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 7, 2026 | Legacy Financial GroupFinancial Adviser · Burton, MI7 reported team members | Osaic → LPL Financial | Advisor move | $175M | Reported3 sources · Details → |
Keep an eye on what matters
Save these filters. Choose an optional daily or weekly email for new matching events. Email delivery requires an active, confirmed subscription.
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