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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Cache River Private Wealth

In PWD coverage since August 31, 2026 · 5 stories
PWD coverage
Moves

HB Wealth adds Podnos physician team, entering Texas as its seventh market

Rachel Podnos O'Leary and Lauren Podnos-Garner will be based in Austin full time, while Steven Podnos splits his time between Texas and Florida.
The Close · Sep 2RIA roll-ups are now buying retention, not just assets
RIA · Sep 1Sowell builds an in-house tax team for $5 million households
practice · Sep 1Sowell arms advisors with tax-and-estate planning group
RIA · Aug 31Sowell builds in-house tax and estate depth for wealthy clients
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