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Monday, October 5, 2026The Morning Brief →Sign in
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Cetera (Summit Financial Networks)

In PWD coverage since August 17, 2026 · 5 stories
3Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Rick Bergstrom
Aug 13 · team liftout
Tucker Bria Wealth Strategies
Aug 13 · team liftout
Fitzgerald Financial Group
Oct 1 · team liftout
PWD coverage
the_wrap

Cetera and LPL add teams from Commonwealth and Cambridge on the same day

A $185 million Commonwealth group and a three-advisor Cambridge team change platforms, while Cetera shifts a retirement practice to Planning Partners.
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
the_wrap · Aug 17Independent broker-dealers lose three teams in one day
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