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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Cambridge Investment Research

In network coverage since August 24, 2026 · 16+ stories
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Moves

AmeriFlex recruits 17 advisors with $1.4B in Q3, targets $4.9B for year

The Las Vegas hybrid RIA ties its year-end expectation to advisors joining before Dec. 31 and promotes succession planning through Cambridge.
The Wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million
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
Recruiting & transitions · Sep 1LPL's $1.6B Cambridge win: platform capital is the retention price
Practice management · Aug 31Read retention before you read the growth ranking
Recruiting & transitions · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway
The Wrap · Aug 27Liftouts Turn Inward as Independents Raid Their Own
Tax & estate planning · Aug 27Culture joins the payout grid in recruiting wars
The Wrap · Aug 25Franklin's under-subscribed tender sets up the real test
Moves · Aug 24Conte Wealth's $1.6B LPL move is a lineage play
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Recruiting & transitions · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark
The Close · Aug 24The Conte move: LPL recruits a family, not a book
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