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Wednesday, September 16, 2026The Morning Brief →Sign in
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James Shafer

In PWD coverage since September 15, 2026 · 4 stories
PWD coverage
the_wrap

Creative Planning Now Owns the Consultant Search

More than 200 RVK relationships put the fiduciary gatekeeper inside an asset gatherer, and the ownership question now follows every consultant search.
move · Sep 15The UHNW recruiting pitch has stopped leading with the check
the_wrap · Sep 15The platform buyers set Monday's advisor price
Moves · Sep 15NewEdge's Midwest offices are recruiting infrastructure
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