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
Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
Nikki Lude and Ciara Stewart leave Commonwealth Financial Services with about $120 million in client assets to launch Heritage Financial & Investment Services in southeastern Ohio.
Kestra Financial adds $550 million Texas planning team as wealth build-out continues
Ecclesiastes Wealth Partners, founded by Shannon Harris, brings about $550 million in client assets and three principals to the Austin broker-dealer.
Citi hires JPMorgan's trusts and estates head Adam Clark to lead wealth planning
Clark starts in New York in November after garden leave and reports to Citi Wealth's global head of investments, Keith Glenfield.
Raymond James's employee arm is now the independence trade
A $1.25 billion Iowa team chose a W-2 and a nameplate over autonomy; UBS showed how cheap the move gets when the firm already employs the manager.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.