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
Ameriprise pays advisors to stay, and the market prices the tab
Four billion-dollar teams to Schwab pushed the firm from riding out poaching to paying to stop it, and the 3.51% markdown says shareholders read the checks as a subscription rather than a fix.
Raymond James runs both channels against the Commonwealth clock
A $1.75 billion week arrives through employee and independent bids, as LPL's conversion deadline turns Commonwealth teams into scheduled supply.
Three Panhandle practices boomerang back to LPL
Three Panhandle practices holding $430 million return to a platform their principals used through 2022, and that prior acquaintance is the part LPL is really selling.
Bahnsen's exit turns organic growth into the sellable asset
From $600 million to $10.5 billion with no acquisitions, and Hightower buys the machine that made it.
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