custodian

Fidelity

In PWD coverage since August 18, 2026 · 16+ stories

-2Talent net · 12 months0 in · 2 out

Talent flow · 12 monthsOn the wire →

Net -2 · 0 arrivals · 2 departures

Arrivals

None tracked.

Departures

Ed O'Brien

Aug 21 · to Cetera

Mike Durbin

Aug 21 · to Cetera

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.

portfolio · Aug 21Schwab's crypto line forces advisors to pick a side

practice · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product

RIA · Aug 20Trust outranks fees in wealth-manager choice, TransUnion finds

RIA · Aug 20Pontera lets advisors recommend 401(k) trades without executing them

advisers · Aug 20Pontera adds a non-discretionary route into held-away 401(k)s

The Close · Aug 20Fidelity's rate hike turned custody into a financing war

RIA · Aug 19Mid-sized RIAs are now buying alternatives, iCapital's Gallagher says

active · Aug 19ETF market splits into two camps over fees

investments · Aug 19Target-date assets top $5.3 trillion as income options climb

policy · Aug 19Treasury opens Saver's Match rulemaking, sets TrumpIRA.gov course

policy · Aug 19Judge revives 3M target-date suit on Fidelity benchmark

portfolio · Aug 18Index funds reach 42% of average advisor portfolio, Fidelity says

portfolio · Aug 18Fidelity launches custom SMA advisor learning series

book · Aug 18Medicare's $50 GLP-1 bridge lands in the retirement budget

practice · Aug 18Most of the $124 trillion transfer lands with women

Fidelity

The platform talent war moves upstairs

The Morning Brief