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
Aug 16Team lift-outKevin McGarry · $275M — Valley Financial Group → Hightower Advisors (Hightower Signature Wealth)
From the Moves Desk
Mercer's Atlanta hire bets on density, not a disclosed book
A Northern Trust portfolio advisor joins a $6.7 billion office, and the asset figure the announcement omits is the part the recruiting market cannot price.
Merrill's $1.2B Santa Fe lift-out is a density play
A $4.7 million revenue book on $1.2 billion of assets shows what Merrill's recruiting streak is actually buying while its advisor count keeps falling.
Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Two designations that decide which client books survive the wealth transfer, a four-person service bench, and a $550 million business-owner specialist walking out the other door in the same dispatch.
F.L.Putnam's Midwest liftout is a bet on six people
A six-person large-cap growth team leaves an affiliate of 1251 Capital Group for Milwaukee, and the assets are the least instructive part of the trade.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.