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
JOSS trio brings 32-deal record to Stewards Real Assets
The team move carries two decades of underwriting history while disclosing no terms.
Three breakaways, $945 million, and the fight moves inside the channel
LPL's Linsco, Raymond James' employee channel, and NewEdge split a $945 million week of breakaway teams, and none of them chose the pure independent route. The recruiting war is now about which affiliation model wins.
UBS hires $1.4B Bernstein team, betting the client network travels
The four-advisor liftout prices talent at $2.9 million per advisor and tests whether the athlete-and-entertainer network follows them to Century City.
AssetMark hires a Russell CMO as the platform fight turns to messaging
The September 1 appointment puts a former asset-manager marketer over brand and advisor engagement at the Concord, California-based platform.
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