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
Wirehouse recruiting's $2 billion week stayed inside the channel
Merrill took in three books and the most assets, but the production-per-dollar math makes its smallest purchase the sharpest.
Wedbush adds a $500 million UBS team in Greensboro
A $500 million UBS team in Greensboro picks continuity over economics, and Wedbush gets a hire it can repeat across the Southeast.
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.
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