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Monday, October 5, 2026The Morning Brief →Sign in
ria

Carson Group

In PWD coverage since September 15, 2026 · 16+ stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Heritage Financial & Investment Services
Sep 30 · breakaway
Arrivals
Not disclosed
Aug 20 · from Wells Fargo Advisors Financial Network
Yari Capital
Aug 20 · from Northwestern Mutual
Departures
None tracked.
Deal recordFull tracker →
Sep 13, 26Deal announcedElios Financial Group · $367 — coverage
PWD 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.
the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million
the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Sep 30Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
The Close · Sep 28Rising RIA deal size reflects bigger advisory firms, not only private equity capital
RIA · Sep 28Wilmington Trust's Weese says pandemic memories are pulling owners to sell
RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record
The Close · Sep 23The wealth transfer is a rate, and the rate is small
Moves · Sep 23Carson Buys a Succession, Not a $145 Million Book
Moves · Sep 22LPL's weekly recruiting cadence is now the product
The Close · Sep 19The talent war moved up the org chart
Features · Sep 19Acquirers now buy staff, not just client assets
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
Deals & PE · Sep 15The premium has moved from the book to the gatekeeper
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