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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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Kestra

In network coverage since August 19, 2026 · 6 stories
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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 5Fitzgerald Financial Group alone discloses assets among five breakaway teams
Features · Sep 20The Breakaway Business Has Split in Two
Moves · Sep 17Sanctuary staffs the benches that decide which wirehouse teams leave
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
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