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.
29 of the latest entries match
Aug 21Team lift-outJeffrey Thompson · team of 6 — AllianceBernstein's Bernstein Private Wealth Management → NewEdge Wealth
Aug 16Team lift-outKevin McGarry · $275M — Valley Financial Group → Hightower Advisors (Hightower Signature Wealth)
May 28Team lift-outJoseph Minaudo · team of 2 — J.P. Morgan Securities → Morgan Stanley Wealth Management
May 28Team lift-outChristopher Jung Lee · team of 2 — J.P. Morgan Securities → Morgan Stanley Wealth Management
From the Moves Desk
State Street hires former LPL and Altruist executive as wealth custody CRO
Pete Dorsey's résumé spans the bank channel and the RIA tech disruptor, the exact combination State Street needs to turn its Apex minority stake into a real custody platform.
Raymond James loses $545M, then raids Wells Fargo
The round-robin of independent-channel recruiting tightens as FiNet takes two California teams and Raymond James answers with a Wells Fargo veteran.
Osaic puts AI at the center of its retention pitch
A $2 billion recapitalization and a wave of exits set the stage for a technology hire that turns software into Osaic's retention story.
Concurrent turns breakaway recruiting into an equity play
Proxima Wealth Partners, launched by two Raymond James veterans, gives every advisor an ownership stake while Concurrent supplies the capital and infrastructure.
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