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Thursday, August 20, 2026The Morning Brief →Sign in
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Conte Wealth Advisors

In PWD coverage since August 18, 2026 · 4 stories
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Aug 18 · advisor move
Advisor
Aug 17 · advisor move
PWD coverage
Data

Acquisition announcements edge past advisor moves in 30 days

Announced purchases now outnumber advisor moves, a small gap with a clear direction.
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL
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