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.
0 of the latest entries match
Nothing matches those filters — widen the window or clear the firm.
From the Moves Desk
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.
NewEdge and LPL place bank-bred teams in new structures
Two advisor-team moves in one weekly report show the independent channel has stopped mining wirehouse books and started building continuity around the advisor.
NewEdge’s $3B Florida hire is its growth playbook at work
Four managers land in Fort Lauderdale days after a $2.2B Houston liftout, and the two openings trace the same bet: recruit teams rather than firms.
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.