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.
1 of the latest entries match
From the Moves Desk
LPL's platform pitch lands $230 million father-son team
The father-son move shows LPL's technology strategy is reaching down market, where client retention is the proving ground.
LPL recruits Wells Fargo tech chief for Latitude push
Jonathan Lewis joins as CTO while LPL bets platform engineering is the next retention weapon.
Conte Wealth's $1.6B LPL move is a lineage play
The Camp Hill firm's official asset total comes in above early estimates, and a third-generation, 24-advisor practice is the real prize.
Barings names DWS veteran to lead U.S. wealth expansion
The new role tasks a distribution builder with closing the advisor-education gap Cerulli calls the industry's biggest obstacle.
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.