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Independent Intelligence on the Private Wealth Industry
Thursday, October 8, 2026The Morning Brief →Sign in
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Clint Sorenson

In network coverage since October 8, 2026 · 1 story
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Moves

Ascentis adds four practices with $1B in client assets

All four keep Raymond James as primary custodian, and the week's three-firm total tops $1.5 billion.
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