A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyYou’re reading this editionSecondaries DailySecondariesWealth Advisor Daily
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Monday, October 5, 2026The Morning Brief →Sign in
ria

Cambridge

In PWD coverage since August 19, 2026 · 9 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
PWD 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.
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
move · Oct 1Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL
Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge
debt · Sep 1Debt case strengthens as equity's leverage fades
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Features · Aug 19Wealth's talent war moves to the C-suite
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Retirement Capital Daily, in your inbox every weekday. Free.