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Monday, October 5, 2026The Morning Brief →Sign in
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Ecclesiastes Wealth Partners

In PWD coverage since September 30, 2026 · 4 stories
PWD coverage
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FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

All five teams landed on independent platforms; four of the five moves name a source firm, and only Fitzgerald Financial Group, at $185 million, arrived with a disclosed asset total.
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
Moves · Sep 30Kestra Financial adds $550 million Texas planning team as wealth build-out continues
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