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
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.
NewEdge opens Minnesota by hiring a $1.25 billion UBS team
The Wayzata liftout extends a recruiting-led expansion that has already entered Texas, Florida and Ohio; it leaves the firm's Midwest presence resting on eight people.
Planning software and a named service desk are LPL's recruiting pitch
Horizon's $385 million exit from Wells Fargo's independent channel says the deciding factors were planning tools and a named support team.
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