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.
8 of the latest entries match
From the Moves Desk
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.
Osaic brings its software fight into the C-suite with first AI chief
Sayee Bellamkonda reports to CEO Jamie Price from Scottsdale as the platform arms race turns on tools, adoption and retention.
Raymond James loses two California teams to Wells Fargo's scale pitch
A father-daughter team in Fresno and a 41-year veteran in Chico bring $545 million to a $21B FiNet affiliate, along with two new offices.
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