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Thursday, August 27, 2026The Morning Brief →Sign in
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Alex Kokolis

In PWD coverage since August 21, 2026 · 3 stories
PWD coverage
Moves

The custody layer gets its own talent war

Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
The Close · Aug 22The platform talent war moves upstairs
Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience
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