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
&Partners recruits $684M Fairbanks team from Commonwealth, its first Alaska practice
The two-year-old hybrid's 124th practice extends a recruiting map built on Wells Fargo alumni into the Commonwealth diaspora, with an outpost in a state the firm had never touched.
JOSS trio brings 32-deal record to Stewards Real Assets
The team move carries two decades of underwriting history while disclosing no terms.
Three breakaways, $945 million, and the fight moves inside the channel
LPL's Linsco, Raymond James' employee channel, and NewEdge split a $945 million week of breakaway teams, and none of them chose the pure independent route. The recruiting war is now about which affiliation model wins.
UBS hires $1.4B Bernstein team, betting the client network travels
The four-advisor liftout prices talent at $2.9 million per advisor and tests whether the athlete-and-entertainer network follows them to Century City.
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.