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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, September 18, 2026The Morning Brief →Sign in
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Halbert Hargrove

In PWD coverage since September 18, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
David Haughton
Sep 10 · from Carson Group
Departures
None tracked.
PWD coverage
book

The college no-man's-land is a retirement problem in disguise

Families too rich for aid and too stretched to write the check need a funding order, not another savings pitch, and the advisor who pays tuition out of the retirement portfolio trades the client's income floor for a diploma.
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