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The Daily Read on Semi-Liquid Funds
Wednesday, August 26, 2026The Morning Brief →Sign in
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Joe Henriques

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

Conte Wealth's $1.6B LPL move is a lineage play

The Camp Hill firm's official asset total comes in above early estimates, and a third-generation, 24-advisor practice is the real prize.
The Close · Aug 24The Conte move: LPL recruits a family, not a book
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