The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
1 of the latest entries match
From the Moves Desk
Cyndeo hires Dynasty's Casey Jorgensen to run growth
The $3.7 billion RIA is installing a platform-trained operator to turn recruiting, M&A, and organic growth into a single scalable engine.
Advisor moves jump 16.2% as the platform war moves to retention
Diamond Consultants counted 11,172 experienced advisors switching firms in 2025, and the firms winning the next round are selling continuity, not checks.
Merit's first CTO turns the roll-up trade into an integration trade
After 61 acquisitions and $30.1 billion in assets, the Atlanta RIA's next test is whether 55 offices can produce one client statement.
LPL's Linsco pitch is winning wirehouse talent
Three advisors left Morgan Stanley and RBC for a W-2 independent practice, the latest proof LPL's employee channel is the toughest rival the big banks have.
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