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.
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From the Moves Desk
Prosperity taps Forvis Mazars wealth leader as president
The hire extends the wealth industry's 2026 C-suite makeover into the tax-adjacent RIA channel.
LPL and Raymond James land $470M, but the platform is the pitch
Two advisors left Harbour and Ameriprise for capabilities, not grids, as the platform war becomes the recruiting pitch.
Citizens adds a $1 billion Tampa team and keeps its name
The UHNW team keeps its name inside the bank, a recruiting signal as Citizens builds a private-wealth map one market at a time.
USS hires CalSTRS veteran to run private equity
One senior hire imports CalSTRS's private-equity judgment into a UK scheme.
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