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

In PWD coverage since August 28, 2026 · 3 stories
PWD coverage
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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.
move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend
Moves · Aug 28Raymond James loses $545M, then raids Wells Fargo
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