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 14Team lift-outKent Voges · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14Team lift-outMatt Roberts · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
From the Moves Desk
Raymond James lands $400M UBS veteran in Glens Falls
After 26 years at UBS, Adam Pearsall moves his Glens Falls book into Raymond James's employee channel.
Yari Capital ends 30-year Northwestern Mutual run by joining Carson
The Atlanta practice moves with its name and staff intact, giving Carson a 30-year recruiting endorsement.
Carson Group lands $405M Atlanta practice from Northwestern Mutual
The move gives Carson's independent channel a three-decade practice to point to as it recruits more advisors.
Osaic lands Sarsfield father-son team with a $367M book
The four-person IronGate team joins Osaic's Carlson Advisor Networks with a business-owner practice and a built-in succession story.
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