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
Planning software and a named service desk are LPL's recruiting pitch
Horizon's $385 million exit from Wells Fargo's independent channel says the deciding factors were planning tools and a named support team.
Cetera got the OSJ; the producers kept the book
Twenty-eight advisors and $825 million stayed with LPL, giving the market a disclosed price for what an OSJ's recruiting pipeline is actually worth.
At Choreo, the integration job now comes with the HR title
The $28.6 billion RIA put people, brand and post-close integration under one executive, which tells you where consolidation's bottleneck actually sits.
Choreo's fourth Edelman hire is an integration bet
Giving acquisition integration, HR and communications to one C-level executive shows where Choreo expects its growth to stall.
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