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.
3 of the latest entries match
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.
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