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
Sep 6MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (via Mid America Financial Group)
Sep 3MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (Mid America Financial Group)
From the Moves Desk
Ameriprise loses a 23-person firm, not a book
The 14 support seats Fathom took with it are the part of a breakaway that never belonged to the broker/dealer.
NewEdge opens Minnesota by hiring a $1.25 billion UBS team
The Wayzata liftout extends a recruiting-led expansion that has already entered Texas, Florida and Ohio; it leaves the firm's Midwest presence resting on eight people.
Planning software and a named service desk are LPL's recruiting pitch
Horizon's $385 million exit from Wells Fargo's independent channel says the deciding factors were planning tools and a named support team.
Cetera got the OSJ; the producers kept the book
Twenty-eight advisors and $825 million stayed with LPL, giving the market a disclosed price for what an OSJ's recruiting pipeline is actually worth.
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