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.
5 of the latest entries match
Sep 2Registrations19 advisors off The Strategic Financial Alliance Inc.’s roster · destinations pending● VERIFIED
Aug 29Registrations19 advisors off The Strategic Financial Alliance Inc.’s roster · destinations pending● VERIFIED
Aug 21Team lift-outJeffrey Thompson · team of 6 — AllianceBernstein's Bernstein Private Wealth Management → NewEdge Wealth
From the Moves Desk
&Partners' 125th practice is its second Commonwealth team in two weeks
The Ohio team's $352 million is small for a block trade and exactly the size at which a three-year-old firm is building $63 billion.
OnePoint and Modern are buying channels, not Florida
OnePoint's third Northwestern Mutual team in eight months and Modern's third LPL book in five months say more about mid-market sourcing than about the Southeast.
Wirehouse recruiting's $2 billion week stayed inside the channel
Merrill took in three books and the most assets, but the production-per-dollar math makes its smallest purchase the sharpest.
Wedbush adds a $500 million UBS team in Greensboro
A $500 million UBS team in Greensboro picks continuity over economics, and Wedbush gets a hire it can repeat across the Southeast.
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