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.
4 of the latest entries match
Aug 22Team lift-outFrederick Spagnola · team of 2 — UBS Financial Services → Wells Fargo Advisors Financial Network (FiNet)
From the Moves Desk
Prosperity imports a tax-firm president as the C-suite talent war moves to the platform
Three moves this week put tax, technology, and the bank balance sheet under single executives — the talent war has moved to the platform.
City National adds ten private bankers in California
The RBC subsidiary rebuilt its private bank from the top down; ten new California bankers are an early test of whether that sequence pays off.
LPL's platform pitch lands $230 million father-son team
The father-son move shows LPL's technology strategy is reaching down market, where client retention is the proving ground.
LPL recruits Wells Fargo tech chief for Latitude push
Jonathan Lewis joins as CTO while LPL bets platform engineering is the next retention weapon.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.