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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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David D. Powell

In PWD coverage since August 18, 2026 · 1 story
PWD coverage
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A 35-day round trip shows the risk in a wirehouse transition

David Powell left Morgan Stanley for RBC and was back in a month. The episode is a lesson in what a shared book means for a transition package.
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