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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Heritage Financial & Investment Services

In PWD coverage since September 30, 2026 · 3 stories
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Heritage Financial & Investment Services
Sep 30 · breakaway
PWD coverage
the_tape

Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

Three of the five moves came from independent broker-dealers, and Cetera's $185 million Fitzgerald Financial Group liftout was the only asset figure disclosed.
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Sep 30Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
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