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Independent Intelligence on the Private Wealth Industry
Thursday, August 20, 2026The Morning Brief →Sign in
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McCutchen Wesson Wealth Advisors

In PWD coverage since August 20, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Paul McCutchen
Aug 19 · advisor move
PWD coverage
RIA

LPL adds $7.4B in July while markets pull back $16.1B

Advisory mix climbs to 60.6% even as total client assets fall to $2.55 trillion.
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