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Wealth Advisor Daily
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Monday, October 12, 2026The Morning Brief →Sign in
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Matthew Kunkel

In network coverage since October 9, 2026 · 2 stories
Network coverage
Moves

UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

Kestra Private Wealth Services, RFG Advisory and The Wealth Consulting Group appear on both ten-largest lists.
RIA · Oct 9Rosenwald Private Wealth joins Indivisible Partners with $1.1 billion
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