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
LPL recruits Wells Fargo tech chief for Latitude push
Jonathan Lewis joins as CTO while LPL bets platform engineering is the next retention weapon.
Conte Wealth's $1.6B LPL move is a lineage play
The Camp Hill firm's official asset total comes in above early estimates, and a third-generation, 24-advisor practice is the real prize.
Barings names DWS veteran to lead U.S. wealth expansion
The new role tasks a distribution builder with closing the advisor-education gap Cerulli calls the industry's biggest obstacle.
U.S. Bank bets on credit to keep private banking teams
Days after a $2.4 billion team left for LPL, Chris Peary's promotion puts the balance sheet at the center of the retention pitch.
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