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Monday, September 28, 2026The Morning Brief →Sign in
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Tim Harrington

In PWD coverage since September 16, 2026 · 2 stories
PWD coverage
The Close

Apella's two deals show the RIA buyer's real target: staff, not clients

A four-decade practice and an eight-year-old one cleared into the same platform in the same week, while Savant bought tax capacity, Carson counted offices and LPL lifted a FiNet team.
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