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 ↗
7Distinct eventsWithin your filters
5Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$2.7BReported book AUM3 of 7 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 21, 2026 | ICG nextManaging Partner · Wall Township, NJ22 reported team members | LPL Financial → Osaic | Team move | $2.3B | Reported1 source · Details → |
| Oct 16, 2026 | Six unnamed Primerica representativesregistered independent-contractor representatives · Hurricane, WV6 reported team members | Primerica → Osaic Wealth; Legacy Investment Advisors and Wealth ManagementEffective Oct 17, 2025 | Team move | Not disclosed | Reported1 source · Details → |
| Oct 16, 2026 | Six unnamed Primerica advisorsRegistered independent-contractor representatives · Hurricane, WV6 reported team members | Primerica → Osaic Wealth; Legacy Investment Advisors and Wealth ManagementEffective Oct 17, 2025 | Team move | Not disclosed | Reported1 source · Details → |
| Oct 7, 2026 | Michael BiggsFinancial Adviser · TN | Equitable Advisors → Osaic | Advisor move | $245M | Reported3 sources · Details → |
| Oct 7, 2026 | Legacy Financial GroupFinancial Adviser · Burton, MI7 reported team members | Osaic → LPL Financial | Advisor move | $175M | Reported3 sources · Details → |
| Oct 2, 2026 | Austin ScottFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Andre SelfaFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | 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