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
Wells Fargo's $590 million month is really three small hires
Two of the three books came out of deposit-franchise brokerage programs, which is a cheaper second front than the wirehouse recruiting war admits.
The estate-planning attorney's new client is the multi-state RIA
David Haughton's path from an estate-planning fintech to a mega-RIA to a 50-state law firm maps where the wealth transfer actually gets administered.
Ameritas staffs both ends of the individual book
Two appointments thirteen days apart put product pricing and advisor-facing distribution under new leadership at the same time, a pairing that reads as a build for shelf space rather than a direct sales floor.
&Partners' 125th practice is its second Commonwealth team in two weeks
The Ohio team's $352 million is small for a block trade and exactly the size at which a three-year-old firm is building $63 billion.
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