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Friday, October 2, 2026The Morning Brief →Sign in
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Karen Ursua

In PWD coverage since August 27, 2026 · 2 stories
PWD coverage
Moves

Raymond James loses $545M, then raids Wells Fargo

The round-robin of independent-channel recruiting tightens as FiNet takes two California teams and Raymond James answers with a Wells Fargo veteran.
Moves · Aug 27Raymond James loses two California teams to Wells Fargo's scale pitch
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