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
Baird's Chandler office is being built from Edelman's bench
A second Edelman Financial Engines arrival puts $525 million of client assets in the Chandler office that opened in February.
BridgePort hires Osaic M&A veteran Tina Decker
A 400-deal succession specialist arrives at a fee-only aggregator as the industry's deal volume sets records.
Gryphon's independence runs on Robinhood's rails
The $3.38 billion former Wells Fargo team is testing whether an RIA can outsource technology to its custodian and still own the client.
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.
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