People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 7:54 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
4Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
2Leadership changesAppointments & promotions
$1.9BReported book AUM2 of 4 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 16, 2026 | Matt HumphreyDivisional President of Integrated Advisor Channel and member of Executive Leadership Team · Omaha, NE | United Bank / United Brokerage Services Inc. → Carson Group | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 16, 2026 | Matt HumphreyDivisional President, Integrated Adviser Channel | United Bank / United Brokerage Services Inc. → Carson Group Holdings Inc. | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 13, 2026 | Doyle and Loughman Wealth ManagementWealth management team | Wells Fargo Advisors Financial Network → Carson Group | Breakaway | $1.8B | Reported1 source · Details → |
| Sep 30, 2026 | Heritage Financial & Investment ServicesWealth Adviser2 reported team members | Commonwealth Financial Services → Carson Group Holdings Inc. | Breakaway | $120M | Reported2 sources · 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