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.
2 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
The estate-planning attorney's new client is the multi-state RIA
David Haughton's path from an estate-planning fintech to a mega-RIA to a 50-state law firm maps where the wealth transfer actually gets administered.
Ameritas staffs both ends of the individual book
Two appointments thirteen days apart put product pricing and advisor-facing distribution under new leadership at the same time, a pairing that reads as a build for shelf space rather than a direct sales floor.
&Partners' 125th practice is its second Commonwealth team in two weeks
The Ohio team's $352 million is small for a block trade and exactly the size at which a three-year-old firm is building $63 billion.
OnePoint and Modern are buying channels, not Florida
OnePoint's third Northwestern Mutual team in eight months and Modern's third LPL book in five months say more about mid-market sourcing than about the Southeast.
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