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Private Wealth Daily
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William Hinson

Mercer Global Advisors · Reported Sep 14
In network coverage since September 11, 2026 · 5 stories
Network coverage
The Advisor's Note

Anthropic's advisor list will be won on fees, not logos

The AI firm is making wealth managers submit pricing and service proposals, giving independent practices a rare shot at pre-IPO wealth that private banks used to control.
Features · Sep 14The employee channel now trades books, not brokers
The Close · Sep 13The AI wealth fight is now over distribution
Features · Sep 13The executive title is the new signing bonus
Moves · Sep 11Mercer's Atlanta hire bets on density, not a disclosed book
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