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Tuesday, October 20, 2026The Morning Brief →Sign in
People · teams · leadership

The Moves Wire

Track advisor, team and leadership moves—with the evidence behind each event.

Updated Oct 20, 10:37 PM ET
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
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Truist Investment Services × Remove q filter
2 events · Reported / discovered datesClear allSave this view
ReportedPerson / teamWhat changedTypeReported bookEvidence
Oct 16, 2026Lester ErnestAdvisor · Orlando, FLTruist Investment Services → Wells Fargo AdvisorsAdvisor move$200MReported1 source · Details →
Oct 14, 2026The Hoge-Barrett GroupAdvisor · Winston-Salem, NC13 reported team membersTruist Investment Services → Captrust Financial AdvisorsTeam move$3BReported1 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

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Moves Wire — advisor, team and executive movement — ETF Daily