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.
5 of the latest entries match
Sep 23Registrations7 advisors off Fisher’s roster · destinations pending● VERIFIED
Sep 17Registrations2 advisors onto FISHER\SMB’s roster● VERIFIED
Sep 17Registrations7 advisors off Fisher’s roster · destinations pending● VERIFIED
Sep 11Registrations7 advisors off Fisher’s roster · destinations pending● VERIFIED
From the Moves Desk
Raymond James runs both channels against the Commonwealth clock
A $1.75 billion week arrives through employee and independent bids, as LPL's conversion deadline turns Commonwealth teams into scheduled supply.
Three Panhandle practices boomerang back to LPL
Three Panhandle practices holding $430 million return to a platform their principals used through 2022, and that prior acquaintance is the part LPL is really selling.
Bahnsen's exit turns organic growth into the sellable asset
From $600 million to $10.5 billion with no acquisitions, and Hightower buys the machine that made it.
LPL's recruiting pitch now runs through its own alumni list
A $430 million Texas Panhandle trio arrives from Raymond James, and the reason one of them gives for coming back says more about LPL's platform budget than about its independence pitch.
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