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Tuesday, September 22, 2026The Morning Brief →Sign in

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.

The tapeNet flowsFirmTypeWindowReset
9 of the latest entries match
Sep 21Registrations4 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 15Registrations6 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Sep 15Registrations4 advisors off MODERN WEALTH MANAGEMENT, LLC’s roster · destinations pending● VERIFIED
Sep 13Registrations3 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 11Registrations2 advisors onto MODERN WEALTH MANAGEMENT, LLC’s roster● VERIFIED
Sep 10Registrations17 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Sep 4Registrations22 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Sep 1Registrations9 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
Aug 28Registrations10 advisors off Modern Wealth Management’s roster · destinations pending● VERIFIED
From the Moves Desk

LPL's weekly recruiting cadence is now the product

Two Salt Lake practices worth $1 billion are the smallest interesting thing in LPL's fourth advisor announcement this month.

Cerity buys the last of Shufro Rose, team by team

Cerity takes the final two of an 88-year-old New York firm's four advisory teams, and the sums say more about what buyers now value than the firm itself ever did.

Mercer buys integration capacity and calls it a platform hire

The $100 billion RIA's new C-suite seat and its billion-dollar refinancing answer the same question.

Hightower hires Vanguard's De Freitas, and the mandate is integration

The aggregator's number-two seat now carries operations, technology and AI at a $198.6 billion firm whose hard part is absorbing what it buys.

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.

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