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Wednesday, September 16, 2026The Morning Brief →Sign in
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Matthew Johnson

In PWD coverage since September 9, 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.
M&A · Sep 11The RIA deal is now a buy-down, not a purchase
M&A · Sep 9RFG pairs two Louisiana RIAs into a $750 million practice
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