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Saturday, October 3, 2026The Morning Brief →Sign in
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Chris Stockton

In PWD coverage since August 18, 2026 · 4 stories
PWD coverage
Moves

The Succession Gap Is a Supply Forecast

Only 42% of advisors have documented plans, and the firms that build the match keep the books the independents are shopping for.
Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18LPL recruits $160M Edward Jones advisor Chris Stockton
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