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Independent Intelligence on the Private Wealth Industry
Tuesday, October 20, 2026The Morning Brief →Sign in
advisor

Steve Braatz

In network coverage since September 1, 2026 · 3 stories
Network coverage
Moves

NewEdge and LPL place bank-bred teams in new structures

Two advisor-team moves in one weekly report show the independent channel has stopped mining wirehouse books and started building continuity around the advisor.
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