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Monday, September 28, 2026The Morning Brief →Sign in
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Teresa Radzinski

In PWD coverage since September 13, 2026 · 3 stories
PWD coverage
The Close

The AI wealth fight is now over distribution

CogniCor bought seven names in a day, while the same session's moves at HSBC, Citi, LPL and Mercer showed that the scarce asset in wealth management is the advisor relationship, not the disclosed book.
practice · Sep 13Anthropic's adviser list will be won on fees, not logos
Features · Sep 13The executive title is the new signing bonus
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