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Sunday, October 4, 2026The Morning Brief →Sign in
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Conte Wealth Advisors

In PWD coverage since August 18, 2026 · 11 stories
PWD coverage
Moves

Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.
move · Sep 1LPL's $1.6B Cambridge win: platform capital is the retention price
book · Aug 27Culture joins the payout grid in recruiting wars
Moves · Aug 24Conte Wealth's $1.6B LPL move is a lineage play
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
move · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark
The Close · Aug 24The Conte move: LPL recruits a family, not a book
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL
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