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.
4 of the latest entries match
From the Moves Desk
Sanctuary staffs the benches that decide which wirehouse teams leave
Three senior hires across estate planning, M&A and growth marketing reveal what a platform now has to sell before a breakaway signs.
Raymond James merges succession and capital under one executive
One reporting line now connects handoff advice to the capital that finances it, leaving the successor shortage untouched.
Bill Crager's second act bets on the alternatives back office
Envestnet's co-founder returns as an operator to build software for alternative assets, with WestCap and Laurence Tosi funding a wager that the record-keeping, not the advice, is where the next durable business gets built.
Ameriprise loses a 23-person firm, not a book
The 14 support seats Fathom took with it are the part of a breakaway that never belonged to the broker/dealer.
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