other

LPL

In PWD coverage since September 1, 2026 · 16+ stories

+1Talent net · 12 months1 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Arrivals

Cornerstone Advisors

Sep 22 · from Northwestern Mutual

Departures

None tracked.

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.

advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab

RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread

Features · Sep 23Vanguard Bought the Last Custody Asset

RIA · Sep 22Merit hands the CEO chair to its roll-up architect

Features · Sep 19Wealth tech's margin moves to the governed record

Features · Sep 19Acquirers now buy staff, not just client assets

Features · Sep 16Recruiting's new currency: peer networks and plan relationships

the_wrap · Sep 15The platform buyers set Monday's advisor price

Features · Sep 15The new M&A asset is deal flow

Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution

Moves · Sep 10OnePoint and Modern are buying channels, not Florida

Moves · Sep 1Merit's first CTO turns the roll-up trade into an integration trade

LPL

Cetera re-flags Avantax team to Cetera Planning Partners

The Morning Brief