Moves Correspondent
Grant Whitmore
Advisor moves, breakaways and recruiting
Grant tracks who is leaving, who is landing and what the deals look like, across wirehouses, regionals, independents and RIAs. He reads every transition story the industry press publishes, every day.
Latest from Grant
The full newsroom →Moves
HB Wealth enters Texas with physician advisory teamAn Atlanta-based RIA opens in Austin as a father-daughter advisory team brings roughly $700 million in assets.
Moves
Savant expands to Southern California; Procyon gains New Jersey footholdSavant acquired a $213 million Thousand Oaks planning firm while Procyon added $415 million in New Jersey assets.