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Thursday, October 15, 2026The Morning Brief →Sign in
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The Retirement Planning Group

LEAWOOD, KS
CRD: 129625
In network coverage since August 18, 2026 · 13 stories
$4.2BRegulatory AUMSEC Form ADV · Oct 10
78EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 10
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · Avantax Planning Partners · Cetera Planning Partners · $19B
Network coverage
Data

UBS logs 91 events in past 30 days; LPL second with 83

Advisor moves hit 1,376 for the period; UBS's 91 events were about 12% of the 742 logged across the 12 busiest firms.
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged
Data · Oct 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
move · Aug 18Cetera's fifth channel puts every independence option under one roof
move · Aug 18Cetera unites Avantax, TRPG under one $19B RIA
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