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Saturday, September 5, 2026The Morning Brief →Sign in
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Michael Herzberg

In PWD coverage since September 4, 2026 · 1 story
PWD coverage
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Rockefeller's double raid puts a price on the cap table pitch

Two teams carrying $950 million left Stifel and Morgan Stanley for Rockefeller, the latest evidence that advisors now price platform ownership above retention dollars.
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