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

Cambridge

Cetera re-flags Avantax team to Cetera Planning Partners

The Family Office Daily Briefing