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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Melissa Battiste

In PWD coverage since August 20, 2026 · 2 stories
PWD coverage
Moves

LPL and Raymond James land $590M in advisor moves

An Edward Jones duo and a 26-year UBS veteran chose different channels, and the split previews the RIA M&A market.
Moves · Aug 20Raymond James lands $400M UBS veteran in Glens Falls
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