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Wednesday, August 19, 2026The Morning Brief →Sign in
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Matt Roberts

In PWD coverage since August 14, 2026 · 2 stories
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RIA

Dynasty Adds a Sports Banker; LPL Picks Up a $350M Tampa Team

Greg Resh's appointment to the EiR bench adds no client assets. Two Tampa advisors leaving Corebridge just put $350 million in motion.
RIA · Aug 14LPL lands $350M veteran duo from Corebridge
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