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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Greg Bruce

In PWD coverage since August 14, 2026 · 3 stories
PWD coverage
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Raymond James hires Schwab custody veteran for client experience

For advisors weighing hybrid platforms against independent custody, the hire tests whether relationship quality, not payout grids, decides the next platform competition.
RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO
RIA · Aug 14Raymond James hires Schwab's Elyn Davis for RIA client experience
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