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.
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From the Moves Desk
LPL's recruiting pitch now runs through its own alumni list
A $430 million Texas Panhandle trio arrives from Raymond James, and the reason one of them gives for coming back says more about LPL's platform budget than about its independence pitch.
Wedbush's Chicago hire is a market builder, not a book
After a month of team liftouts, Wedbush opens Chicago with a managing director, a title, and no disclosed assets attached.
The RIA C-suite is being rebuilt around the plan record
Edelman and Mercer filled two senior seats with product executives this week, a sign of where the next advice dollar is expected to come from.
RBC builds La Jolla on Bank of America's private bankers
Two advisers, two associates and more than $2 billion — the second bank-channel liftout in a month says more than the asset total does.
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