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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, September 18, 2026The Morning Brief →Sign in
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Vestigo Ventures

In PWD coverage since September 17, 2026 · 2 stories
PWD coverage
exit

Three exits, three prices, one book

The same client list got three prices this week: a $1.3 billion custody move at 25 basis points, a wirehouse grid paying above its own top rate, and a House-passed ESOP standard.
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