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Cambridge Investment Research

In PWD coverage since August 24, 2026 · 16+ stories

PWD coverage

the_wrap

Cetera and LPL add teams from Commonwealth and Cambridge on the same day

A $185 million Commonwealth group and a three-advisor Cambridge team change platforms, while Cetera shifts a retirement practice to Planning Partners.

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million

the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

move · Sep 1LPL's $1.6B Cambridge win: platform capital is the retention price

practice · Aug 31Read retention before you read the growth ranking

move · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway

the_wrap · Aug 27Liftouts Turn Inward as Independents Raid Their Own

book · Aug 27Culture joins the payout grid in recruiting wars

the_wrap · Aug 25Franklin's under-subscribed tender sets up the real test

Moves · Aug 24Conte Wealth's $1.6B LPL move is a lineage play

The Close · Aug 24The Custody Handoff Is the Talent War's New Front

move · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark

The Close · Aug 24The Conte move: LPL recruits a family, not a book