People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 8:42 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
2Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1BReported book AUM1 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 14, 2026 | Prince Financial ServicesPartner · Seattle, WA5 reported team members | Northwestern Mutual → LPL Financial | Team move | $1B | Reported4 sources · Details → |
| Sep 24, 2026 | Clear Pointe Wealth ManagementCo-Leader, Clear Pointe Wealth Management · Salt Lake City, UT | Northwestern Mutual → LPL Financial | Team move | Not disclosed | 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. Read the methodology · Explore the Team Ledger