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
From the Moves Desk
Raymond James loses two California teams to Wells Fargo's scale pitch
A father-daughter team in Fresno and a 41-year veteran in Chico bring $545 million to a $21B FiNet affiliate, along with two new offices.
Wells Fargo turns the breakaway into a recruiting channel
Independent advisers brought $17 billion onto the platform this year, and the bank is now recruiting on both sides of the independence line.
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.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.