A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailyYou’re reading this editionETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ESG Capital Daily
Independent Intelligence on Sustainable Investment Capital
Wednesday, August 19, 2026The Morning Brief →Sign in
other

Cetera

GREENWOOD VILLAGE, CO
CRD: 10299
In PWD coverage since August 14, 2026 · 7 stories
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Advisor
Aug 16 · advisor move
Arrivals
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Rick Bergstrom
Aug 16 · from Commonwealth Financial Network
Jim Tucker and Patrick Bria
Aug 14 · from Commonwealth Financial Network
Departures
None tracked.
PWD coverage
move

Cetera's fifth channel puts every independence option under one roof

Jen Hanau will lead the fifth channel, covering everything from W-2 employment to full RIA ownership. Cetera hasn't published the economics.
The Close · Aug 17Atlanta is the new front in the RIA roll-up war
Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody
Moves · Aug 16Merrill's $129 billion institutional team breaks away to OpenArc
Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow
RIA · Aug 14Cetera Recruits $420M Duo From Commonwealth
M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.