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.
15 of the latest entries match
Sep 5Registrations2 advisors — Goldman Sachs Asset Management → LEXAURUM ADVISORS● VERIFIED
Sep 3Registrations6 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 21Registrations2 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 20Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 19Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 18Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
Aug 16Registrations3 advisors off Goldman Sachs Asset Management’s roster · destinations pending● VERIFIED
From the Moves Desk
Merit bought a succession plan and paid for it in equity
Tim Brennan's $888 million book is the headline. The two next-generation advisors who came with him are what Merit actually paid for.
Cresset Bought a Business, Not a $4 Billion Book
The BV Group's exit from UBS is the clearest test yet of whether a family-office platform, and not a recruiting check, is what pulls private-wealth teams loose.
Sanctuary staffs the benches that decide which wirehouse teams leave
Three senior hires across estate planning, M&A and growth marketing reveal what a platform now has to sell before a breakaway signs.
Raymond James merges succession and capital under one executive
One reporting line now connects handoff advice to the capital that finances it, leaving the successor shortage untouched.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.