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.
4 of the latest entries match
From the Moves Desk
UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
The seven-person Ohio group joins Ascend Advisory Group, a FiNet affiliate whose site lists more than $2.5 billion in assets.
Ten UBS advisors re-register at Frost Investment Services in 21 days
The team's registration records show a ten-advisor move into a $3.67 billion RIA with 177 employees and no deal to announce.
Insight Capital Solutions names Allan Umans president of Harbor Capital and Insight Material Handling
Umans, who joined the Irvine, California company in 2019, steps down as general counsel and reports to chief revenue officer Scott Sullivan.
LPL recruits Lakewood Wealth Management's three advisors from Cambridge
The Ann Arbor team reported about $170 million across advisory, brokerage and retirement plan assets.
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