The Moves Wire — ETF Daily

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.

33 of the latest entries match

Nov 29ExecutiveMark Pickering

Sep 14ExecutiveJoel Wicks, Mark Crawford

Sep 12MoveParker Terrill Austin — Edward D. Jones & Co. → January Capital Advisors

Sep 12MoveParker Terrill Austin — Embarcadero Capital Advisors → destination pending

Sep 10ExecutivePaul T. Vanderslice

Sep 10ExecutivePaul Vanderslice

Sep 10ExecutiveDarren Beurer — Bluerock Capital Markets → Callodine Wealth Solutions

Sep 10Registrations2 advisors onto ASSETMARK, INC.’s roster● VERIFIED

Sep 10Registrations6 advisors off AssetMark’s roster · destinations pending● VERIFIED

Sep 8ExecutiveMark Hays

Sep 8ExecutiveTom Gayner, Steve Markel, Simon Wilson, Andrew Crowley

Sep 7ExecutiveMark Hays

Sep 5ExecutiveAdam Clark — JPMorgan → Citi Wealth

Sep 5BreakawayParker Terrill Austin — to Embarcadero Capital Advisors

Sep 5Registrations16 advisors off AssetMark’s roster · destinations pending● VERIFIED

Aug 31ExecutiveKristin Ganong

Aug 28Team lift-outMarko Ungashick — Two West Capital Advisors → Higginbotham

Aug 28Registrations15 advisors off AssetMark’s roster · destinations pending● VERIFIED

Aug 26ExecutiveMerriah Harkins — Lukrom → Great Lakes Fund Solutions

Aug 22ExecutiveEric Clarke — Orion → destination pending

Aug 22ExecutiveYi-Ching Wu — AssetMark → Orion

Aug 21ExecutiveYi-Ching Wu

Aug 21ExecutiveAdam Clark — JP Morgan → Citigroup

Aug 21ExecutiveEric Clarke — Orion → McKinsey & Co.

Aug 21ExecutiveMark Tibergien — Pershing Advisor Solutions → destination pending

Aug 19MoveMark Palmer — Cetera → Presidio Financial Partners

Aug 18ExecutiveAdam Clark

Aug 14ExecutiveAdam Clark — JP Morgan → Citi

Aug 14ExecutivePatrick Larkin — Oak Hill Wealth Advisors → Cerity Partners

Aug 14BreakawayPatrick Larkin — Wells Fargo → Oak Hill Wealth Advisors

Aug 13ExecutiveAdam Clark

Oct 31ExecutiveAdam Clark

Dec 31BreakawayPatrick Larkin

From the Moves Desk

Cetera got the OSJ; the producers kept the book

Twenty-eight advisors and $825 million stayed with LPL, giving the market a disclosed price for what an OSJ's recruiting pipeline is actually worth.

At Choreo, the integration job now comes with the HR title

The $28.6 billion RIA put people, brand and post-close integration under one executive, which tells you where consolidation's bottleneck actually sits.

Choreo's fourth Edelman hire is an integration bet

Giving acquisition integration, HR and communications to one C-level executive shows where Choreo expects its growth to stall.

LPL takes a $385 million retiree book from Wells Fargo's independent arm

Horizon Wealth Management Group's practice is built around the withdrawal phase, which makes the plan relationships inside its book the part of the deal that compounds.

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