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.
12 of the latest entries match
Aug 30Team lift-outSix wealth management teams · team of 6 — Commonwealth Financial Network → New RIA
Aug 30Team lift-outSteven Roth · team of 4 — Commonwealth Financial Network → Cetera Financial Group
Aug 16Team lift-outRick Bergstrom — Commonwealth Financial Network → Cetera (Summit Financial Networks)
Aug 16Team lift-outJim Tucker · $420M — Commonwealth Financial Network → Cetera (Summit Financial Networks)
Aug 16Team lift-outJim Tucker · team of 2 — Commonwealth Financial Network → Cetera Financial Group (Summit Financial Networks)
Aug 14Team lift-outScott Miller · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outSean Montgomery · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outMatt Dupon · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
From the Moves Desk
NewEdge’s $3B Florida hire is its growth playbook at work
Four managers land in Fort Lauderdale days after a $2.2B Houston liftout, and the two openings trace the same bet: recruit teams rather than firms.
&Partners recruits $684M Fairbanks team from Commonwealth, its first Alaska practice
The two-year-old hybrid's 124th practice extends a recruiting map built on Wells Fargo alumni into the Commonwealth diaspora, with an outpost in a state the firm had never touched.
JOSS trio brings 32-deal record to Stewards Real Assets
The team move carries two decades of underwriting history while disclosing no terms.
Three breakaways, $945 million, and the fight moves inside the channel
LPL's Linsco, Raymond James' employee channel, and NewEdge split a $945 million week of breakaway teams, and none of them chose the pure independent route. The recruiting war is now about which affiliation model wins.
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