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Private Wealth Daily
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Conte Wealth Advisors

In network coverage since August 18, 2026 · 11 stories
Network coverage
Recruiting & transitions

LPL's $1.6B Cambridge win: platform capital is the retention price

A family practice that ran its own RIA in the 2000s chose LPL's scale over independence, resetting the benchmark for breakaway economics.
Tax & estate planning · Aug 27Culture joins the payout grid in recruiting wars
Moves · Aug 24Conte Wealth's $1.6B LPL move is a lineage play
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Recruiting & transitions · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark
The Close · Aug 24The Conte move: LPL recruits a family, not a book
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 19Conte Wealth leaves Cambridge for LPL with $1.4 billion
Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL
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