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Wednesday, September 9, 2026The Morning Brief →Sign in
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Simon Quick Advisors

In PWD coverage since September 9, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Justin Duke
Sep 8 · advisor move
PWD coverage
move

Banks' upstream push hands RIAs their next breakaway wave

Fee hikes and routing rules turn mass-affluent advisors into RIAs' next recruiting class—if the destination firm can serve the clients.
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