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Wednesday, October 7, 2026The Morning Brief →Sign in
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Cambridge

In network coverage since August 19, 2026 · 9 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Lakewood Wealth Management
Oct 1 · to LPL Financial
Network coverage
the_wrap

Cetera re-flags Avantax team to Cetera Planning Partners

The Retirement Planning Group moved from Avantax Planning Partners to Cetera Planning Partners on Oct. 5 as Cetera also added an outside team; among the day's external recruits, only Fitzgerald Financial Group disclosed AUM, $185 million.
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
move · Oct 1Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL
Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge
debt · Sep 1Debt case strengthens as equity's leverage fades
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
Features · Aug 19Wealth's talent war moves to the C-suite
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