People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 23, 8:36 PM ET
2Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.4BReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 20, 2026 | Eric SmithFinancial Advisor · Naples, FL | Morgan Stanley → Wells Fargo Advisors | Advisor move | $400M | Reported4 sources · Details → |
| Oct 2, 2026 | Dana CornellAdviser2 reported team members | Morgan Stanley → Uniting Wealth Partners | Breakaway | $1B | Reported1 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. Explore the Team Ledger