People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 1:47 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
4Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.1BReported book AUM2 of 4 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 6, 2026 | Dana Cornell | Joins Uniting | Advisor move | Not disclosed | Reported1 source · Details → |
| Oct 6, 2026 | Kyle Kirk | Joins Uniting | Advisor move | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Kyle KirkAdviser2 reported team members | Ameriprise → Uniting Wealth Partners | Advisor move | $100M | Reported1 source · Details → |
| Oct 2, 2026 | Dana CornellAdviser2 reported team members | Morgan Stanley → Uniting Wealth Partners | Breakaway | $1B | Reported1 source · 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