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.
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From the Moves Desk
Concurrent's Raymond James alumni pipeline lands a fourth team
Winstone is at least the fourth Raymond James-linked team to land on Concurrent's platform this year, and the alumni network is the sales channel.
Dynasty hired the person who makes the platform land
A recruiting pitch is cheap to make and expensive to keep; the hire that makes a client relationship survive the move is where platform economics are decided.
The breakaway that left Raymond James now buys its teams
Concurrent crossed $23 billion with a Houston liftout, and the former parent keeps supplying the pipeline.
NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
Four simultaneous $3 billion registrations in Fort Lauderdale turn the talent war into a city-by-city contest.
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