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.
1 of the latest entries match
From the Moves Desk
Merit's first CTO turns the roll-up trade into an integration trade
After 61 acquisitions and $30.1 billion in assets, the Atlanta RIA's next test is whether 55 offices can produce one client statement.
LPL's Linsco pitch is winning wirehouse talent
Three advisors left Morgan Stanley and RBC for a W-2 independent practice, the latest proof LPL's employee channel is the toughest rival the big banks have.
Oppenheimer's Berry hire buys access to the NIL era
The $6 billion Robinson Group is buying a door into the NIL era with a recognizable name.
MAI puts an integrator in charge of growth
Carlyle-backed MAI adds a 30-year operations veteran to its top leadership as the buying spree gives way to integration.
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