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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Julie Starns

In PWD coverage since September 15, 2026 · 2 stories
PWD coverage
Moves

Planning software and a named service desk are LPL's recruiting pitch

Horizon's $385 million exit from Wells Fargo's independent channel says the deciding factors were planning tools and a named support team.
Moves · Sep 15LPL takes a $385 million retiree book from Wells Fargo's independent arm
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