other

Ameriprise Financial

In PWD coverage since August 18, 2026 · 10 stories

-1Talent net · 12 months0 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Kyle Kirk

Oct 1 · advisor move

Arrivals

None tracked.

Departures

Fathom Advisors

Sep 16 · to Fathom Advisors

PWD coverage

Moves

Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners

He lands in the Denver RIA's Olean, New York office alongside former Ameriprise advisor Kyle Kirk, who also joined UWP and whose book was about $100 million.

RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings

practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk

The Close · Sep 28Advisors move client assets toward dividend growth as market leadership broadens

practice · Sep 23The Muse Selloff Prices the Part of Advice an App Can Do

Moves · Sep 16Ameriprise loses a 23-person firm, not a book

move · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway

Moves · Aug 27Osaic brings its software fight into the C-suite with first AI chief

the_tape · Aug 19CSHI's case grows as 30-year yield hits 5.31%

Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney

Ameriprise Financial

Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners

The Family Office Daily Briefing