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.
0 of the latest entries match
Nothing matches those filters — widen the window or clear the firm.
From the Moves Desk
Wedbush adds a $500 million UBS team in Greensboro
A $500 million UBS team in Greensboro picks continuity over economics, and Wedbush gets a hire it can repeat across the Southeast.
Baird's Chandler office is being built from Edelman's bench
A second Edelman Financial Engines arrival puts $525 million of client assets in the Chandler office that opened in February.
BridgePort hires Osaic M&A veteran Tina Decker
A 400-deal succession specialist arrives at a fee-only aggregator as the industry's deal volume sets records.
Gryphon's independence runs on Robinhood's rails
The $3.38 billion former Wells Fargo team is testing whether an RIA can outsource technology to its custodian and still own the client.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.