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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
recruiter

Louis Diamond

In PWD coverage since August 18, 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 · Aug 27Vanguard's Altruist bet gives custody a third pole
move · Aug 18A $14 million Merrill team jumps to Rockefeller in Ohio
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