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Preferred Financial Group
In PWD coverage since August 25, 2026 · 2 stories
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Pat Gilbert
Aug 24 · team liftout
Pat Gilbert
Aug 24 · team liftout
PWD coverage
Moves
LPL and Raymond James land $470M, but the platform is the pitch
Two advisors left Harbour and Ameriprise for capabilities, not grids, as the platform war becomes the recruiting pitch.