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Tuesday, September 1, 2026The Morning Brief →Sign in
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Grimes & Company

In PWD coverage since September 1, 2026 · 2 stories
1Deals on our tracker
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Andrew Hamil
Aug 31 · exec change
Deal recordFull tracker →
Aug 31, 26Deal announcedStevens and Ciccone Associates — coverage
PWD coverage
Features

Custody's new battlefield is the software that moves the book

Hightower, Altruist, and Cetera are turning onboarding speed, planning portability, and open-architecture support into recruiting weapons that rival transition cash.
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
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