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.
2 of the latest entries match
May 28Team lift-outJoseph Minaudo · team of 2 — J.P. Morgan Securities → Morgan Stanley Wealth Management
May 28Team lift-outChristopher Jung Lee · team of 2 — J.P. Morgan Securities → Morgan Stanley Wealth Management
From the Moves Desk
&Partners lands its 123rd practice with an $838 million Wells team
The St. Louis hybrid’s alumni pipeline keeps compounding as Wells Fargo fights attrition on two fronts.
Cetera’s Sierra Ridge win is a bet on the OSJ model
The $2.1 billion lift-out brings a 40-advisor recruiting pipeline with plans to launch an RIA.
&Partners' alumni edge lands another Wells team
The 123rd practice to join the ex-Wells founders' hybrid shows the alumni channel has become the wirehouse's hardest problem.
UBS's $1.4B Bernstein liftout prices talent at $2.9M per advisor
A four-advisor move that puts production at $2.9 million per head, and resets what recruiting a private wealth team costs.
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