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.
5 of the latest entries match
Sep 16Registrations3 advisors onto ALLWORTH FINANCIAL, L.P.’s roster● VERIFIED
Sep 16Registrations16 advisors off Allworth Financial’s roster · destinations pending● VERIFIED
Sep 7Registrations2 advisors onto ALLWORTH FINANCIAL, L.P.’s roster● VERIFIED
Sep 1Registrations22 advisors off Allworth Financial’s roster · destinations pending● VERIFIED
From the Moves Desk
EP Wealth puts acquisition integration on the CFO's desk
The finance chief's remit says a $50 billion rollup now expects growth to come from running partnerships, not signing new ones.
Hightower's new president is a bet on the operating layer
Marco De Freitas will run the platform, data and AI at a firm whose growth has outrun its operating layer.
LPL's real prize in Salt Lake City is the bench
Two Salt Lake City practices from one firm land on three LPL platforms at once, and the staff who moved with them will decide whether the assets stay.
Composition Wealth staffs the two seats that make a roll-up close
A general counsel with alternatives depth and a head of advisors built from Edelman's bench are the hires a serial acquirer makes once the constraint moves from signing deals to absorbing them.
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