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Independent Intelligence on the Private Wealth Industry
Thursday, October 22, 2026The Morning Brief →Sign in
People · teams · leadership

The Moves Wire

Track advisor, team and leadership moves—with the evidence behind each event.

Updated Oct 22, 9:20 PM ET
Coverage & methodology ↗
2Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
Not disclosedReported book AUM0 of 2 events · not net flows
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Osaic Wealth; Legacy Investment Advisors and Wealth Management × Remove q filter
2 events · Reported / discovered datesClear allSave this view
ReportedPerson / teamWhat changedTypeReported bookEvidence
Oct 16, 2026Six unnamed Primerica representativesregistered independent-contractor representatives · Hurricane, WV6 reported team membersPrimerica → Osaic Wealth; Legacy Investment Advisors and Wealth ManagementEffective Oct 17, 2025Team moveNot disclosedReported1 source · Details →
Oct 16, 2026Six unnamed Primerica advisorsRegistered independent-contractor representatives · Hurricane, WV6 reported team membersPrimerica → Osaic Wealth; Legacy Investment Advisors and Wealth ManagementEffective Oct 17, 2025Team moveNot disclosedReported1 source · Details →

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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. Read the methodology · Explore the Team Ledger

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Moves Wire — advisor, team and executive movement — Private Wealth Daily