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 ↗
Coverage & methodology ↗
1Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$2BReported book AUM1 of 1 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 13, 2026 | Align Private WealthAdvisor, Align Private Wealth2 reported team members | PNC Private Bank → Align Private Wealth (LPL Financial platform) | Breakaway | $2B | Reported1 source · 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.
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