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.
11 of the latest entries match
Aug 18Team lift-outAnthony "Tony" Conte · team of 20 — Cambridge Investment Research → LPL Financial
Aug 14Team lift-outKent Voges · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14Team lift-outMatt Roberts · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
From the Moves Desk
HSBC takes two Citi leaders and pays in titles
Hannes Hofmann and Cayman Wills leave Citi twelve days apart for HSBC's new family office seat and U.S. private bank top job: bigger titles, no disclosed pay, and a bet on leadership density over advisor headcount.
Northwestern Mutual loses $5 billion to OnePoint BFG
Two insurance-affiliated teams moved a combined $5 billion to OnePoint BFG Wealth Partners in one week, suggesting the breakaway wave has reached the insurance-owned wealth channel.
Mercer's Atlanta hire bets on density, not a disclosed book
A Northern Trust portfolio advisor joins a $6.7 billion office, and the asset figure the announcement omits is the part the recruiting market cannot price.
Merrill's $1.2B Santa Fe lift-out is a density play
A $4.7 million revenue book on $1.2 billion of assets shows what Merrill's recruiting streak is actually buying while its advisor count keeps falling.
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