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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Conor Holt

In PWD coverage since October 1, 2026 · 4 stories
PWD coverage
the_wrap

Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

The October 5 moves pulled a $185 million team from Commonwealth, a three-advisor team from Cambridge and a seven-advisor team from UBS.
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
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
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