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Thursday, August 20, 2026The Morning Brief →Sign in
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Cambridge

In PWD coverage since August 19, 2026 · 3 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Aug 18 · advisor move
Arrivals
None tracked.
Departures
Anthony "Tony" Conte
Aug 18 · to LPL Financial
PWD coverage
The Close

Fidelity's rate hike turned custody into a financing war

Schwab's $80.2B quarter and Conte Wealth's $1.4B move put the custody race on a margin schedule.
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
Features · Aug 19Wealth's talent war moves to the C-suite
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