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.
3 of the latest entries match
Aug 18Team lift-outAnthony "Tony" Conte · team of 20 — Cambridge Investment Research → LPL Financial
From the Moves Desk
Dynasty hired the person who makes the platform land
A recruiting pitch is cheap to make and expensive to keep; the hire that makes a client relationship survive the move is where platform economics are decided.
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.
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