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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Tony Conte

In PWD coverage since August 24, 2026 · 5 stories
PWD coverage
the_wrap

Liftouts Turn Inward as Independents Raid Their Own

The same day brought a $1.6 billion Cambridge-to-LPL move, two four-advisor teams to Osaic, and a $1 billion Citizens grab — evidence that independent platforms now compete on capital, not just independence.
book · Aug 27Culture joins the payout grid in recruiting wars
the_wrap · Aug 25Franklin's under-subscribed tender sets up the real test
Moves · Aug 24Conte Wealth's $1.6B LPL move is a lineage play
The Close · Aug 24The Conte move: LPL recruits a family, not a book
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