A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyYou’re reading this editionPrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Monday, October 5, 2026The Morning Brief →Sign in
other

Cetera

GREENWOOD VILLAGE, CO
CRD: 10299
In PWD coverage since August 28, 2026 · 16+ stories
0Talent net · 12 months1 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net 0 · 1 incoming events · 1 outgoing events
Arrivals
Sierra Ridge Advisor Group
Aug 31 · from LPL Financial
Departures
Paxel Financial Consulting
Aug 25 · to LPL Financial
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.
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Moves · Sep 18Merit bought a succession plan and paid for it in equity
move · Sep 1628 advisors kept an $825 million book by staying put
Moves · Sep 15Cetera got the OSJ; the producers kept the book
Features · Sep 15The new M&A asset is deal flow
Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move
Moves · Sep 14The Succession Gap Is a Supply Forecast
Moves · Sep 4NewEdge's $12 billion day resets the talent war
move · Sep 4LPL's Merrill breakaway profile omits the economics
move · Sep 1Cetera's enterprise channel becomes the $1B exit
Features · Sep 1Custody's new battlefield is the software that moves the book
Moves · Aug 31Cetera’s Sierra Ridge win is a bet on the OSJ model
Moves · Aug 31Cetera's OSJ play wins $2.1B Sierra Ridge from LPL
Moves · Aug 31Cetera lands $2.1B LPL OSJ after 13-month tenure
Features · Aug 28The balance sheet is the new recruiting weapon
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Infrastructure Daily, in your inbox every weekday. Free.