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
The Succession Gap Is a Supply Forecast
Only 42% of advisors have documented plans, and the firms that build the match keep the books the independents are shopping for.
HSBC takes two Citi leaders and pays in titles
Hannes Hofmann and Cayman Wills leave Citi twelve days apart for HSBC's new family office seat and U.S. private bank top job: bigger titles, no disclosed pay, and a bet on leadership density over advisor headcount.
Northwestern Mutual loses $5 billion to OnePoint BFG
Two insurance-affiliated teams moved a combined $5 billion to OnePoint BFG Wealth Partners in one week, suggesting the breakaway wave has reached the insurance-owned wealth channel.
Mercer's Atlanta hire bets on density, not a disclosed book
A Northern Trust portfolio advisor joins a $6.7 billion office, and the asset figure the announcement omits is the part the recruiting market cannot price.
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