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
other

Kestra

In PWD coverage since September 17, 2026 · 3 stories
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.
the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million
Moves · Sep 17Sanctuary staffs the benches that decide which wirehouse teams leave
Every weekday · 6:30 a.m. ET

The Morning Brief

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