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Private Wealth Daily
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Gary Bolno

In network coverage since October 5, 2026 · 5 stories
Network coverage
The Wrap

Cetera and LPL add teams from Commonwealth and Cambridge on the same day

A $185 million Commonwealth group and a three-advisor Cambridge team change platforms, while Cetera shifts a retirement practice to Planning Partners.
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
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