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Wednesday, September 16, 2026The Morning Brief →Sign in
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Chris Mone

In PWD coverage since September 10, 2026 · 2 stories
PWD coverage
Moves

Merrill's $1.2 billion Santa Fe hire buys credentials, not scale

Two designations that decide which client books survive the wealth transfer, a four-person service bench, and a $550 million business-owner specialist walking out the other door in the same dispatch.
Moves · Sep 10Wedbush adds a $500 million UBS team in Greensboro
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