People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 21, 6:53 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
3Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
2Leadership changesAppointments & promotions
$1.1BReported book AUM1 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 13, 2026 | John ThielLeader, Indivisible Partners; former Merrill Lynch wealth head | Merrill Lynch → Indivisible Partners | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 13, 2026 | John ThielExecutive Chairman and Founder · Clearwater, FL | Merrill Lynch Wealth Management → Indivisible Partners | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 9, 2026 | Rosenwald Private WealthFounding Partner, Rosenwald Private Wealth · Baltimore, MD6 reported team members | RBC Wealth Management → Indivisible Partners | Breakaway | $1.1B | Reported4 sources · 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