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.
7 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
Raymond James's employee arm is now the independence trade
A $1.25 billion Iowa team chose a W-2 and a nameplate over autonomy; UBS showed how cheap the move gets when the firm already employs the manager.
Ameriprise leaks $9.3 billion as custody platforms win
A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.
AllianceBernstein hands its wealth builder the CEO job
A $169 billion private-wealth arm inside a $919 billion manager now supplies AB's next chief executive, as Broadridge hires the architect of J.P. Morgan's hybrid-advice model.
Ameriprise pays advisors to stay, and the market prices the tab
Four billion-dollar teams to Schwab pushed the firm from riding out poaching to paying to stop it, and the 3.51% markdown says shareholders read the checks as a subscription rather than a fix.
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