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
Cetera buys Sierra Ridge's funnel and finances its next move
A $2.1 billion OSJ that lasted 13 months at LPL says more about the economics of the OSJ channel than about either firm's platform.
A €175 million launch sizes what a star's name is worth
Two AAA-rated managers and a former ministry economist open a Madrid boutique with two funds, testing whether a reputation built inside banks travels once the bank is no longer behind it.
The Succession Gap Is a Supply Forecast
Only 42% of advisors have documented plans, and the firms that build the match keep the books the independents are shopping for.
HSBC takes two Citi leaders and pays in titles
Hannes Hofmann and Cayman Wills leave Citi twelve days apart for HSBC's new family office seat and U.S. private bank top job: bigger titles, no disclosed pay, and a bet on leadership density over advisor headcount.
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