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 22MoveGabriel Armancas · $140M — Ameriprise Financial Services → Wells Fargo Advisors Financial Network (FiNet)
Aug 22Team lift-outFrederick Spagnola · team of 2 — UBS Financial Services → Wells Fargo Advisors Financial Network (FiNet)
From the Moves Desk
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
Wells Fargo FiNet lands $1B Truist team inside Merritt Point
A seven-person team leaves Truist for an existing FiNet practice, the latest sign that the independent channel is now the consolidation vehicle.
Citi taps MSCI's Kokolis to head platform experience
The platform-experience mandate puts the front door of Citi's wealth platform at the center of the distribution war.
NewEdge lands $2.2B Bernstein team to lead Houston
Three deals this week show RIA growth no longer comes from one place.
Free deep view 0 of 3 this month.
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