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Edition No. 011
New York · London
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Monday, August 24, 2026
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In PWD coverage since August 22, 2026 · 2 stories
PWD coverage
Moves
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
The Close · Aug 22
The platform talent war moves upstairs
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