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Wednesday, October 14, 2026The Morning Brief →Sign in
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Joe Zidle

Cresset · Reported Oct 12
In network coverage since October 8, 2026 · 2 stories
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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.
people · Oct 8Cresset hires former Blackstone strategist Joe Zidle as chief market strategist
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