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
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.
Choreo's fourth Edelman hire is an integration bet
Giving acquisition integration, HR and communications to one C-level executive shows where Choreo expects its growth to stall.
LPL takes a $385 million retiree book from Wells Fargo's independent arm
Horizon Wealth Management Group's practice is built around the withdrawal phase, which makes the plan relationships inside its book the part of the deal that compounds.
NewEdge's Midwest offices are recruiting infrastructure
Two teams and $1.75 billion carry NewEdge Wealth to 22 locations, where the real asset is the peer group a Wayzata or New Albany prospect can call before signing.
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