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Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
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Shirl Penney

In PWD coverage since August 19, 2026 · 3 stories
PWD coverage
Moves

Dynasty hired the person who makes the platform land

A recruiting pitch is cheap to make and expensive to keep; the hire that makes a client relationship survive the move is where platform economics are decided.
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