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
From the Moves Desk
NewEdge lands $2.2B Bernstein team to lead Houston
Three deals this week show RIA growth no longer comes from one place.
FiNet wins back a UBS team and adds an Ameriprise practice
Frederick Spagnola and Jon Vallaro return to the Wells Fargo independent channel, and Gabriel Armancas brings his $140 million Ameriprise practice to FiNet.
LPL and Raymond James land $590M in advisor moves
An Edward Jones duo and a 26-year UBS veteran chose different channels, and the split previews the RIA M&A market.
Carson pulls $1.76B Wells Fargo team into its independent channel
The New Hampshire liftout shows the RIA is winning advisors who already chose independence once.
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