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Tuesday, October 6, 2026The Morning Brief →Sign in
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Walt Bettinger

In PWD coverage since August 21, 2026 · 2 stories
PWD coverage
Moves

The custody layer gets its own talent war

Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
portfolio · Aug 21Schwab's crypto line forces advisors to pick a side
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