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Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
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Eugene "Gino" DeRango

In PWD coverage since October 3, 2026 · 1 story
PWD coverage
Features

CG Financial hires TradePMR and Axos executives as platform fight intensifies

Jon Patullo becomes COO and CIO of the $5 billion hybrid, while Concurrent's Spire purchase lifts it to $28.6 billion.
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