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Monday, August 24, 2026The Morning Brief →Sign in
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Levitt Capital Management

In PWD coverage since August 24, 2026 · 2 stories
PWD coverage
The Close

The Custody Handoff Is the Talent War's New Front

Feathery's $30 million raise and LPL's $1.6 billion liftout show the battle for advisors has moved to the workflow that moves their accounts.
RIA · Aug 24Levitt opens a New York base for Americans whose U.S. plans don't survive the move
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