other
LPL
In PWD coverage since August 14, 2026 · 3 stories
+1Talent net · 12 months2 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +1 · 2 arrivals · 1 departures
Arrivals
Anthony "Tony" Conte
Aug 18 · from Cambridge Investment Research
Kristian Forster
Aug 18 · from U.S. Bank
Departures
Carrie Wyatt
Aug 19 · to Millenia Investments LLC
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.