People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 5:15 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
2Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.9BReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 29, 2026 | Ecclesiastes Wealth PartnersPartner · Richardson, TX3 reported team members | Ameriprise Financial Services → Kestra Financial | Team move | $550M | Reported2 sources · Details → |
| Sep 16, 2026 | Fathom AdvisorsCEO · Bloomington, MN23 reported team members | Ameriprise Financial → Fathom Advisors | Breakaway | $1.3B | Reported1 source · Details → |
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Sign in to save a view →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