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Sunday, August 23, 2026The Morning Brief →Sign in
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Unnamed seven-person advisory group

In PWD coverage since August 23, 2026 · 1 story
PWD coverage
Moves

Wells Fargo FiNet lands $1B Truist team inside Merritt Point

A seven-person team leaves Truist for an existing FiNet practice, the latest sign that the independent channel is now the consolidation vehicle.
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