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Independent Intelligence on the Private Wealth Industry
Friday, August 21, 2026The Morning Brief →Sign in
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J.F. DePetris Jr., CPA, PLLC

In PWD coverage since August 21, 2026 · 1 story
PWD coverage
Moves

NewEdge lands $2.2B Bernstein team to lead Houston

Three deals this week show RIA growth no longer comes from one place.
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