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Tony Conte

In network coverage since August 24, 2026 · 5 stories
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Liftouts Turn Inward as Independents Raid Their Own

The same day brought a $1.6 billion Cambridge-to-LPL move, two four-advisor teams to Osaic, and a $1 billion Citizens grab — evidence that independent platforms now compete on capital, not just independence.
THE DESK BRIEF

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