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
Aug 18Team lift-outAnthony "Tony" Conte · team of 20 — Cambridge Investment Research → LPL Financial
Aug 14Team lift-outKent Voges · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14Team lift-outMatt Roberts · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
From the Moves Desk
KKR taps JPMorgan's Sayori Kondo to co-head Japan wealth
The co-head appointment is a bet that distribution relationships can be hired before product scales.
Cresset's Boca Raton liftout is a CPA template with $4 billion attached
A 16-person UBS team with two CPA-trained principals shows what pulls wirehouse teams into the independent channel: family-office structure, ahead of payout.
Prosperity taps Forvis Mazars wealth leader as president
The hire extends the wealth industry's 2026 C-suite makeover into the tax-adjacent RIA channel.
LPL and Raymond James land $470M, but the platform is the pitch
Two advisors left Harbour and Ameriprise for capabilities, not grids, as the platform war becomes the recruiting pitch.
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