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
Carson Group lands $405M Atlanta practice from Northwestern Mutual
The move gives Carson's independent channel a three-decade practice to point to as it recruits more advisors.
Osaic lands Sarsfield father-son team with a $367M book
The four-person IronGate team joins Osaic's Carlson Advisor Networks with a business-owner practice and a built-in succession story.
Invesco names Harris global head of custom solutions platform
Invesco turns customized portfolio building into a business line and names a leader before the product exists.
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.
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