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Independent Intelligence on the Private Wealth Industry
Monday, August 31, 2026The Morning Brief →Sign in
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Tim Stinson

In PWD coverage since August 31, 2026 · 1 story
PWD coverage
Moves

Cetera lands $2.1B LPL OSJ after 13-month tenure

Sierra Ridge's quick flip suggests open architecture and transition support now carry as much weight as payouts in platform decisions.
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