ria
Cambridge
In network coverage since August 19, 2026 · 10 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Lakewood Wealth Management
Oct 1 · to LPL Financial
Network 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.