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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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Fitzgerald Financial Group

In network coverage since October 5, 2026 · 5 stories
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.
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Wrap · Oct 5Fitzgerald Financial Group alone discloses assets among five breakaway teams
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
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