ETF PROAI
ria

Cambridge

In PWD coverage since August 19, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Aug 18 · advisor move
Arrivals
None tracked.
Departures
Anthony "Tony" Conte
Aug 18 · to LPL Financial
PWD coverage
Features

Wealth's talent war moves to the C-suite

Four C-suite hires in one week show the wealth talent war moving from advisor teams to the executives who control distribution, recruiting, and planning.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.