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Monday, September 21, 2026The Morning Brief →Sign in
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IAM Advisory

EASTON, PA
CRD: 305492
In PWD coverage since September 11, 2026 · 3 stories
$699MRegulatory AUMSEC Form ADV · Sep 11
14EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Joseph Parsons
Sep 12 · to Wealthcare Advisory Partners
Deal recordFull tracker →
Sep 8, 26Deal announcedWealthcare Advisory Partners · $550 — coverage
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.
Features · Sep 13The executive title is the new signing bonus
M&A · Sep 11The RIA deal is now a buy-down, not a purchase
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