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Wednesday, August 19, 2026The Morning Brief →Sign in
ria

Composition Wealth

In PWD coverage since August 18, 2026 · 2 stories
PWD coverage
practice

A three-person team runs $240 million on a meeting agenda

A two-sided meeting agenda, refined over 20 years, is the system behind a $240 million practice.
exit · Aug 18Record RIA deal volume meets a pickier buyer pool
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