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.
10 of the latest entries match
Aug 22MoveGabriel Armancas · $140M — Ameriprise Financial Services → Wells Fargo Advisors Financial Network (FiNet)
Aug 22Team lift-outFrederick Spagnola · team of 2 — UBS Financial Services → Wells Fargo Advisors Financial Network (FiNet)
Aug 18Registrations6 advisors — UBS → FROST INVESTMENT SERVICES● VERIFIED
From the Moves Desk
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.
Citi taps MSCI's Kokolis to head platform experience
The platform-experience mandate puts the front door of Citi's wealth platform at the center of the distribution war.
NewEdge lands $2.2B Bernstein team to lead Houston
Three deals this week show RIA growth no longer comes from one place.
FiNet wins back a UBS team and adds an Ameriprise practice
Frederick Spagnola and Jon Vallaro return to the Wells Fargo independent channel, and Gabriel Armancas brings his $140 million Ameriprise practice to FiNet.
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.