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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, September 25, 2026The Morning Brief →Sign in
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Todd Harris

In PWD coverage since September 24, 2026 · 3 stories
PWD coverage
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Ameriprise’s retention check is now a recruiting benchmark

One-time, taxed cash is now measured against equity that gets priced at the next transaction, and this quarter’s moves show advisors doing that math.
the_wrap · Sep 25Captrust and LPL are buying whole practices now
Moves · Sep 24Raymond James runs both channels against the Commonwealth clock
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