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.
24 of the latest entries match
Sep 5Registrations16 advisors off AssetMark’s roster · destinations pending● VERIFIED
Aug 28Registrations15 advisors off AssetMark’s roster · destinations pending● VERIFIED
From the Moves Desk
BridgePort hires Osaic M&A veteran Tina Decker
A 400-deal succession specialist arrives at a fee-only aggregator as the industry's deal volume sets records.
Gryphon's independence runs on Robinhood's rails
The $3.38 billion former Wells Fargo team is testing whether an RIA can outsource technology to its custodian and still own the client.
Beacon Pointe hires BlackRock, Vanguard executives for integration and risk
The Newport Beach RIA, at about $63 billion in client assets, is staffing integration and risk leadership from the two institutions that defined asset management's last two decades.
Prime Capital hires Glenmede veteran to open endowment unit
Mark Hays comes aboard as president of a new practice built for nonprofits holding $5 million to $250 million, the slice of the OCIO market Cerulli expects to produce $1.3 trillion in first-time adoption.
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