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Wednesday, October 7, 2026The Morning Brief →Sign in
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James Smith

In PWD coverage since October 7, 2026 · 1 story
PWD coverage
The Close

Cerulli and Morningstar find just over 10% of wealth clients come from DC plans

About 60% of plan participants surveyed pay no advisor, and nearly 40% of advisors say they lack the time to prospect for wealth clients.
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