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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Kim Hellerman-Hersman

In PWD coverage since August 18, 2026 · 2 stories
PWD coverage
Moves

LPL, Cetera, Raymond James, NewEdge add advisor teams

A four-firm hiring week pulled about $534 million in disclosed client assets into the independent channel.
Moves · Aug 18O'Reilly family practice leaves LPL for Osaic with $250 million
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