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Sunday, August 23, 2026The Morning Brief →Sign in
bank

JP Morgan

In PWD coverage since August 14, 2026 · 9 stories
1Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Elijah Brown
Aug 21 · advisor move
Arrivals
None tracked.
Departures
Adam Clark
Aug 21 · to Citigroup
Adam Clark
Aug 14 · to Citi
Deal recordFull tracker →
Jul 29, 26Deal talkPlaid
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.
move · Aug 19Clawback verdict: $5.6 million reminder of the cost of leaving
Features · Aug 19Wealth's talent war moves to the C-suite
The Close · Aug 18Managed accounts become the private-markets front door
Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role
Features · Aug 18Private-markets gateways become a global land grab
transition · Aug 18CIP reaches financial close on first Mexican solar-plus-storage project
Moves · Aug 15Citi hires JPMorgan's Adam Clark to lead wealth planning
Data · Aug 14CFPB poised to let big banks charge billions in data fees
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