A Daily Network publication

tamp

Orion

In PWD coverage since August 14, 2026 · 14 stories

1Deals on our tracker

+1Talent net · 12 months4 in · 3 out

Talent flow · 12 monthsOn the wire →

Net +1 · 4 arrivals · 3 departures

Aug 21 · exec change

Arrivals

Aug 22 · from AssetMark

Charles Goldman

Aug 21

Aug 21

Aug 21

Departures

Aug 22 · destination pending

Aug 21 · to McKinsey & Co.

Aug 21 · destination pending

Deal recordFull tracker →

Jul 31, 26Deal announcedGoldman Sachs Custody Solutions

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.

practice · Aug 22Orion's second AssetMark hire puts integration on the clock

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

the_wrap · Aug 21T. Rowe's $19 billion bond bet moves target-date fight into the sleeves

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

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

portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio

advisers · Aug 19Vanguard lets advisers customize its model portfolios

portfolio · Aug 18Vanguard opens four model portfolios to outside fund choices

The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces

advisers · Aug 18Vanguard opens model portfolios to adviser customization

advisers · Aug 18Vanguard custom models put a dial in advisers' hands

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

Data · Aug 14Orion, Goldman Sachs expand custody tech with AI onboarding