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.
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From the Moves Desk
NewEdge's Midwest offices are recruiting infrastructure
Two teams and $1.75 billion carry NewEdge Wealth to 22 locations, where the real asset is the peer group a Wayzata or New Albany prospect can call before signing.
Cetera buys Sierra Ridge's funnel and finances its next move
A $2.1 billion OSJ that lasted 13 months at LPL says more about the economics of the OSJ channel than about either firm's platform.
A €175 million launch sizes what a star's name is worth
Two AAA-rated managers and a former ministry economist open a Madrid boutique with two funds, testing whether a reputation built inside banks travels once the bank is no longer behind it.
The Succession Gap Is a Supply Forecast
Only 42% of advisors have documented plans, and the firms that build the match keep the books the independents are shopping for.
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