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Independent Intelligence on the Private Wealth Industry
Saturday, September 26, 2026The Morning Brief →Sign in
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The Atlantic Group

In PWD coverage since September 25, 2026 · 2 stories
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Colin Gates
Sep 23 · breakaway
PWD coverage
Features

The next breakaway is a job offer

A $1.25 billion Iowa team picked a W-2 over independence, and the week's moves show employee channels now outbid custody platforms.
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