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
Barings names DWS veteran to lead U.S. wealth expansion
The new role tasks a distribution builder with closing the advisor-education gap Cerulli calls the industry's biggest obstacle.
U.S. Bank bets on credit to keep private banking teams
Days after a $2.4 billion team left for LPL, Chris Peary's promotion puts the balance sheet at the center of the retention pitch.
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
Wells Fargo FiNet lands $1B Truist team inside Merritt Point
A seven-person team leaves Truist for an existing FiNet practice, the latest sign that the independent channel is now the consolidation vehicle.
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