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
From the Moves Desk
Cerity buys the last of Shufro Rose, team by team
Cerity takes the final two of an 88-year-old New York firm's four advisory teams, and the sums say more about what buyers now value than the firm itself ever did.
Mercer buys integration capacity and calls it a platform hire
The $100 billion RIA's new C-suite seat and its billion-dollar refinancing answer the same question.
Hightower hires Vanguard's De Freitas, and the mandate is integration
The aggregator's number-two seat now carries operations, technology and AI at a $198.6 billion firm whose hard part is absorbing what it buys.
EP Wealth puts acquisition integration on the CFO's desk
The finance chief's remit says a $50 billion rollup now expects growth to come from running partnerships, not signing new ones.
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