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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Sara DeJay Willis

In PWD coverage since August 19, 2026 · 2 stories
PWD coverage
Moves

NewEdge lands $2.2B Bernstein team to lead Houston

Three deals this week show RIA growth no longer comes from one place.
Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams
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