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Wednesday, September 23, 2026The Morning Brief →Sign in
advisor

James Taylor

In PWD coverage since August 27, 2026 · 3 stories
PWD coverage
advisor_note

The cap table now decides who wins $1B teams

Ownership equity, not the wirehouse checkbook, is deciding which firms land the next $1 billion team.
the_tape · Aug 28Wells Fargo builds a private bank in a day
Moves · Aug 27Wells Fargo turns the breakaway into a recruiting channel
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