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
The breakaway that left Raymond James now buys its teams
Concurrent crossed $23 billion with a Houston liftout, and the former parent keeps supplying the pipeline.
NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
Four simultaneous $3 billion registrations in Fort Lauderdale turn the talent war into a city-by-city contest.
Crescent Grove's CIO handoff was two decades in the making
Crescent Grove promotes Andrew Krei to CIO and moves co-founder Dave Keevins to investment committee chair, turning a two-decade mentorship into a succession story no search can match.
Merit bought a succession plan and paid for it in equity
Tim Brennan's $888 million book is the headline. The two next-generation advisors who came with him are what Merit actually paid for.
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