A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
ria

Conte Wealth Advisors

In PWD coverage since August 18, 2026 · 11 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
book · Aug 27Culture joins the payout grid in recruiting wars
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
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.