People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 23, 8:20 PM ET
12Distinct eventsWithin your filters
9Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
$10.5BReported book AUM10 of 12 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 22, 2026 | Kinetic WealthAdvisor · Fresno, CA | Cetera → LPL Financial | Breakaway | $300M | Reported2 sources · Details → |
| Oct 21, 2026 | Ken HullingsExecutive Vice President, Business Development (head of advisor recruiting) | LPL Financial · Executive Vice President, Business Development (head of advisor recruiting) | Internal appointment | Not disclosed | Reported2 sources · Details → |
| Oct 21, 2026 | Scott PosnerHead of advisor recruiting | Leaves LPL Financial · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 21, 2026 | ICG nextManaging Partner · Wall Township, NJ22 reported team members | LPL Financial → Osaic | Team move | $2.3B | Reported1 source · Details → |
| Oct 14, 2026 | Economos Private WealthFinancial Adviser · San Francisco, CA | Merrill Lynch → LPL Financial | Breakaway | $580M | Reported3 sources · Details → |
| Oct 14, 2026 | Prince Financial ServicesPartner · Seattle, WA5 reported team members | Northwestern Mutual → LPL Financial | Team move | $1B | Reported4 sources · Details → |
| 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 → |
| Oct 13, 2026 | HighWater WealthAdvisory team · San Diego, CA | U.S. Bank → LPL Financial | Breakaway | $2.4B | Reported1 source · Details → |
| Oct 7, 2026 | Legacy Financial GroupFinancial Adviser · Burton, MI7 reported team members | Osaic → LPL Financial | Advisor move | $175M | Reported3 sources · Details → |
| Oct 5, 2026 | Praxis Financial PartnersFinancial Advisor · Alpharetta, GA4 reported team members | FiNet → LPL Financial | Team move | $1.1B | Reported1 source · Details → |
| Oct 1, 2026 | Lakewood Wealth ManagementFinancial Adviser · Ann Arbor, MI3 reported team members | Cambridge → LPL Financial | Team move | $170M | Reported1 source · Details → |
| Sep 28, 2026 | Dan Fowlerfinancial advisor · Pampa, TX3 reported team members | Raymond James → LPL Financial | Team move | $430M | Reported3 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. Explore the Team Ledger