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Wealth Advisor Daily
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Monday, September 14, 2026The Morning Brief →Sign in
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Jason M. Schlesinger

In PWD coverage since September 14, 2026 · 1 story
PWD coverage
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A UBS team ran the LPL math and chose Raymond James

A two-year search that weighed Rockefeller and LPL ended at Raymond James' employee channel, the clearest recent test of West Coast recruiting economics.
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