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.
7 of the latest entries match
From the Moves Desk
Cetera got the OSJ; the producers kept the book
Twenty-eight advisors and $825 million stayed with LPL, giving the market a disclosed price for what an OSJ's recruiting pipeline is actually worth.
At Choreo, the integration job now comes with the HR title
The $28.6 billion RIA put people, brand and post-close integration under one executive, which tells you where consolidation's bottleneck actually sits.
Choreo's fourth Edelman hire is an integration bet
Giving acquisition integration, HR and communications to one C-level executive shows where Choreo expects its growth to stall.
LPL takes a $385 million retiree book from Wells Fargo's independent arm
Horizon Wealth Management Group's practice is built around the withdrawal phase, which makes the plan relationships inside its book the part of the deal that compounds.
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