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.
3 of the latest entries match
Aug 21Team lift-outJeffrey Thompson · team of 6 — AllianceBernstein's Bernstein Private Wealth Management → NewEdge Wealth
From the Moves Desk
Three Panhandle practices boomerang back to LPL
Three Panhandle practices holding $430 million return to a platform their principals used through 2022, and that prior acquaintance is the part LPL is really selling.
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.
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