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.
2 of the latest entries match
Sep 9BreakawayRobert A. Bonfiglio · team of 40 — Ameriprise Financial Services → Rise Private Wealth Management
Sep 9BreakawayBrent A. Kiley · team of 40 — Ameriprise Financial Services → Rise Private Wealth Management
From the Moves Desk
Schwab turns Ameriprise recruiting into a serial launch program
The fourth billion-dollar Ameriprise team to leave in 2026 is the one that prices the template, and it leaves RIA acquirers bidding against a recruiting 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.
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.