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.
5 of the latest entries match
Sep 16Registrations3 advisors onto ALLWORTH FINANCIAL, L.P.’s roster● VERIFIED
Sep 16Registrations16 advisors off Allworth Financial’s roster · destinations pending● VERIFIED
Sep 7Registrations2 advisors onto ALLWORTH FINANCIAL, L.P.’s roster● VERIFIED
Sep 1Registrations22 advisors off Allworth Financial’s roster · destinations pending● VERIFIED
From the Moves Desk
Mercer buys integration capacity and calls it a platform hire
The $100 billion RIA's new C-suite seat and its billion-dollar refinancing answer the same question.
Hightower hires Vanguard's De Freitas, and the mandate is integration
The aggregator's number-two seat now carries operations, technology and AI at a $198.6 billion firm whose hard part is absorbing what it buys.
EP Wealth puts acquisition integration on the CFO's desk
The finance chief's remit says a $50 billion rollup now expects growth to come from running partnerships, not signing new ones.
Hightower's new president is a bet on the operating layer
Marco De Freitas will run the platform, data and AI at a firm whose growth has outrun its operating layer.
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