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Monday, October 19, 2026The Morning Brief →Sign in
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Kyle Miller

EP Wealth Advisors · Reported Oct 19
In network coverage since October 19, 2026 · 1 story
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The Close

HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

Third-quarter RIA transactions fell 17% to 77, and a fourth quarter at that pace would leave 2026 one deal short of last year's record.
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