People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 17, 11:30 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
2Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$3.2BReported book AUM2 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 16, 2026 | Lester ErnestAdvisor · Orlando, FL | Truist Investment Services → Wells Fargo Advisors | Advisor move | $200M | Reported1 source · Details → |
| Oct 14, 2026 | The Hoge-Barrett GroupAdvisor · Winston-Salem, NC13 reported team members | Truist Investment Services → Captrust Financial Advisors | Team move | $3B | Reported1 source · Details → |
Keep an eye on what matters
Save these filters. Choose an optional daily or weekly email for new matching events. Email delivery requires an active, confirmed subscription.
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