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Wealth Advisor Daily
You’re reading this edition
Edition No. 011
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, August 24, 2026
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Rob Lunn
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In PWD coverage since August 21, 2026 · 2 stories
PWD coverage
The Close
The platform talent war moves upstairs
Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.
Moves · Aug 21
Citi taps MSCI's Kokolis to head platform experience
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