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.
7 of the latest entries match
Aug 22MoveGabriel Armancas · $140M — Ameriprise Financial Services → Wells Fargo Advisors Financial Network (FiNet)
Sep 9BreakawayRobert A. Bonfiglio · team of 40 — Ameriprise Financial Services → Rise Private Wealth Management
Sep 9BreakawayBrent A. Kiley · team of 40 — Ameriprise Financial Services → Rise Private Wealth Management
From the Moves Desk
Bahnsen's exit turns organic growth into the sellable asset
From $600 million to $10.5 billion with no acquisitions, and Hightower buys the machine that made it.
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.
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