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.
1 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
UBS hires $1.4B Bernstein team, betting the client network travels
The four-advisor liftout prices talent at $2.9 million per advisor and tests whether the athlete-and-entertainer network follows them to Century City.
AssetMark hires a Russell CMO as the platform fight turns to messaging
The September 1 appointment puts a former asset-manager marketer over brand and advisor engagement at the Concord, California-based platform.
Cyndeo hires Dynasty's Casey Jorgensen to run growth
The $3.7 billion RIA is installing a platform-trained operator to turn recruiting, M&A, and organic growth into a single scalable engine.
Advisor moves jump 16.2% as the platform war moves to retention
Diamond Consultants counted 11,172 experienced advisors switching firms in 2025, and the firms winning the next round are selling continuity, not checks.
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.