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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Cecil Loyd

In PWD coverage since October 5, 2026 · 4 stories
PWD coverage
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LPL adds $1.1 billion Praxis team from Wells Fargo Advisors Financial Network

Praxis Financial Partners keeps its name and, after evaluating more than a dozen firms, cites ownership retention and succession options, according to LPL.
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