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.
2 of the latest entries match
May 28Team lift-outJoseph Minaudo · team of 2 — J.P. Morgan Securities → Morgan Stanley Wealth Management
May 28Team lift-outChristopher Jung Lee · team of 2 — J.P. Morgan Securities → Morgan Stanley Wealth Management
From the Moves Desk
Carson Buys a Succession, Not a $145 Million Book
Eight interviews and a three-person handoff in Wauwatosa say more about the retirement wave than $145 million does.
Schwab turns Ameriprise recruiting into a serial launch program
The fourth billion-dollar Ameriprise team to leave in 2026 is the one that prices the template, and it leaves RIA acquirers bidding against a recruiting desk.
LPL's weekly recruiting cadence is now the product
Two Salt Lake practices worth $1 billion are the smallest interesting thing in LPL's fourth advisor announcement this month.
Cerity buys the last of Shufro Rose, team by team
Cerity takes the final two of an 88-year-old New York firm's four advisory teams, and the sums say more about what buyers now value than the firm itself ever did.
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