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Wealth Advisor Daily
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Monday, September 28, 2026The Morning Brief →Sign in
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Willis Gaer

In PWD coverage since September 24, 2026 · 2 stories
PWD coverage
Moves

Raymond James's employee arm is now the independence trade

A $1.25 billion Iowa team chose a W-2 and a nameplate over autonomy; UBS showed how cheap the move gets when the firm already employs the manager.
Moves · Sep 24Raymond James runs both channels against the Commonwealth clock
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