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Saturday, October 3, 2026The Morning Brief →Sign in
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Cambridge Investment Research

In PWD coverage since August 18, 2026 · 14 stories
PWD coverage
Moves

Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.
move · Sep 1LPL's $1.6B Cambridge win: platform capital is the retention price
practice · Aug 31Read retention before you read the growth ranking
move · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway
the_wrap · Aug 27Liftouts Turn Inward as Independents Raid Their Own
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 Custody Handoff Is the Talent War's New Front
move · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark
The Close · Aug 24The Conte move: LPL recruits a family, not a book
Moves · Aug 24The custody layer gets its own talent war
Moves · Aug 19Conte Wealth leaves Cambridge for LPL with $1.4 billion
Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL
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