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.
1 of the latest entries match
From the Moves Desk
NewEdge opens Minnesota by hiring a $1.25 billion UBS team
The Wayzata liftout extends a recruiting-led expansion that has already entered Texas, Florida and Ohio; it leaves the firm's Midwest presence resting on eight people.
Planning software and a named service desk are LPL's recruiting pitch
Horizon's $385 million exit from Wells Fargo's independent channel says the deciding factors were planning tools and a named support team.
Cetera got the OSJ; the producers kept the book
Twenty-eight advisors and $825 million stayed with LPL, giving the market a disclosed price for what an OSJ's recruiting pipeline is actually worth.
At Choreo, the integration job now comes with the HR title
The $28.6 billion RIA put people, brand and post-close integration under one executive, which tells you where consolidation's bottleneck actually sits.
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