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
Sep 6MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (via Mid America Financial Group)
Sep 3MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (Mid America Financial Group)
From the Moves Desk
Beacon Pointe hires BlackRock, Vanguard executives for integration and risk
The Newport Beach RIA, at about $63 billion in client assets, is staffing integration and risk leadership from the two institutions that defined asset management's last two decades.
Prime Capital hires Glenmede veteran to open endowment unit
Mark Hays comes aboard as president of a new practice built for nonprofits holding $5 million to $250 million, the slice of the OCIO market Cerulli expects to produce $1.3 trillion in first-time adoption.
NewEdge's $12 billion day resets the talent war
Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.
UBS's $2.6 billion day is a retention bet, not just a hiring spree
Three team moves from Merrill and Morgan Stanley fill different gaps in UBS's roster—and test whether the firm can hold what it just recruited.
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