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.
8 of the latest entries match
Aug 18Registrations6 advisors — UBS → FROST INVESTMENT SERVICES● VERIFIED
Aug 18Registrations20 advisors off UBS’s roster · destinations pending● VERIFIED
Aug 17Registrations25 advisors off UBS’s roster · destinations pending● VERIFIED
Aug 16Registrations19 advisors off UBS’s roster · destinations pending● VERIFIED
From the Moves Desk
HighWater's $2.4B U.S. Bank team lands on LPL via Quotient
The San Diego team's move shows bank employee advisors are the latest front in the independent channel's recruiting war.
Carson taps ex-Osaic exec Peterson to lead independent recruiting
Kevin Peterson brings a custody-and-brokerage resume to the firm's independent channel.
LPL, Cetera, Raymond James, NewEdge add advisor teams
A four-firm hiring week pulled about $534 million in disclosed client assets into the independent channel.
Diversify adds Texas and Boston practices, crosses $14B
Two practices joined the Sandy, Utah platform with nearly $400 million in assets, lifting the firm past $14 billion without outside capital.
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