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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, September 1, 2026The Morning Brief →Sign in
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Jennifer E. Gonzales

In PWD coverage since September 1, 2026 · 1 story
PWD coverage
move

&Partners' seventh Wells team makes boutique RIAs a credible counteroffer

The $838 million Crown Legacy move is small next to the wirehouse's own wins, but a year of serial departures backed by equity and platform capital tells a different story.
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