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Thursday, August 20, 2026The Morning Brief →Sign in
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Cetera

GREENWOOD VILLAGE, CO
CRD: 10299
In PWD coverage since August 14, 2026 · 8 stories
+3Talent net · 12 months4 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +3 · 4 arrivals · 1 departures
Advisor
Aug 16 · advisor move
Arrivals
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Rick Bergstrom
Aug 16 · from Commonwealth Financial Network
Jim Tucker and Patrick Bria
Aug 14 · from Commonwealth Financial Network
Departures
Mark Palmer
Aug 19 · to Presidio Financial Partners
PWD coverage
The Close

Fidelity's rate hike turned custody into a financing war

Schwab's $80.2B quarter and Conte Wealth's $1.4B move put the custody race on a margin schedule.
move · Aug 18Cetera's fifth channel puts every independence option under one roof
The Close · Aug 17Atlanta is the new front in the RIA roll-up war
Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody
Moves · Aug 16Merrill's $129 billion institutional team breaks away to OpenArc
Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow
RIA · Aug 14Cetera Recruits $420M Duo From Commonwealth
M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
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