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.
12 of the latest entries match
From the Moves Desk
Cresset's Boca Raton liftout is a CPA template with $4 billion attached
A 16-person UBS team with two CPA-trained principals shows what pulls wirehouse teams into the independent channel: family-office structure, ahead of payout.
Prosperity taps Forvis Mazars wealth leader as president
The hire extends the wealth industry's 2026 C-suite makeover into the tax-adjacent RIA channel.
LPL and Raymond James land $470M, but the platform is the pitch
Two advisors left Harbour and Ameriprise for capabilities, not grids, as the platform war becomes the recruiting pitch.
Citizens adds a $1 billion Tampa team and keeps its name
The UHNW team keeps its name inside the bank, a recruiting signal as Citizens builds a private-wealth map one market at a time.
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