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Matthew Johnson

In network coverage since September 9, 2026 · 3 stories
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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.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.