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.
8 of the latest entries match
From the Moves Desk
RBC builds La Jolla on Bank of America's private bankers
Two advisers, two associates and more than $2 billion — the second bank-channel liftout in a month says more than the asset total does.
Rise's $8 billion breakaway proves the custodian, not the platform, wins
A hundred-person team left Ameriprise for its own name and a Schwab custody account, and the economics of that choice say more about where the talent war is settled than any platform pitch ever will.
Callan Family Office hires a data chief to own the client record
A director-level hire for the reporting stack is the cheapest switching cost a family office can buy — and the half of the platform war a software hire cannot win.
Carson Buys a Succession, Not a $145 Million Book
Eight interviews and a three-person handoff in Wauwatosa say more about the retirement wave than $145 million does.
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