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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.

The tapeNet flowsFirmTypeWindowReset
3 of the latest entries match
Aug 26Team lift-outKatie Bickle · $1B — to Citizens Private Wealth
Aug 26Team lift-outChris MacLellan · $1B — to Citizens Private Wealth
Aug 25Team lift-outChris MacLellan, Katie Bickle · $1B
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.

Free deep view 0 of 3 this month.

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