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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Giancarlo Foti

In PWD coverage since August 31, 2026 · 4 stories
PWD coverage
Moves

Cetera’s Sierra Ridge win is a bet on the OSJ model

The $2.1 billion lift-out brings a 40-advisor recruiting pipeline with plans to launch an RIA.
move · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway
Moves · Aug 31Cetera's OSJ play wins $2.1B Sierra Ridge from LPL
Moves · Aug 31Cetera lands $2.1B LPL OSJ after 13-month tenure
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