A Daily Network publication

person

Shannon Borton

In network coverage since October 1, 2026 · 6 stories

Network coverage

Moves

Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL

The Cullman/Holt Group joined from UBS, and Praxis Financial Partners left for LPL, part of the $34.4 billion in team assets tracked this week.

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

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.