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.
15 of the latest entries match
Sep 5Registrations2 advisors — Goldman Sachs Asset Management → LEXAURUM ADVISORS● VERIFIED
Sep 3Registrations6 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 21Registrations2 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 20Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 19Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 18Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 16Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
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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