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Wednesday, October 7, 2026The Morning Brief →Sign in
custodian

Charles Schwab

In network coverage since September 28, 2026 · 16+ stories
6Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Fund launchSave Technologies — coverage
Sep 23, 26Fund launchMarket Savings · Save — coverage
Sep 21, 26Deal announcedAnthropic · Dynasty Financial Partners · Vanguard Group — coverage
Sep 20, 26Deal announcedAnthropic · Schwab Advisor Services — coverage
Aug 16, 26Deal announcedZeplyn — coverage
Jul 20, 26Deal closedForge Global
Network coverage
practice

Kitces publishes Clearnomics' seven charts for Q3 client conversations

The quarter the deck covers included a 10-year Treasury yield that touched 5.30%, the Fed's first rate hike in three years, and the S&P 500's 27th record high of 2026.
portfolio · Oct 6Schwab adds Save's cash strategy to its SMA marketplace
The Close · Oct 6Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5%
move · Oct 6Small RIAs weigh joining a network to clear Fidelity's $100 million minimum
practice · Oct 6Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
move · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise
practice · Oct 5Anthropic announces Claude for Financial Advisors; provider list remains unnamed
Filings · Oct 3Merrill Lynch agrees to pay $39 million to settle cash sweep class action
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
issuers · Oct 2ETF Trends names only two dedicated U.S. buyback ETFs after Nvidia's $150B plan
move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody
Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners
Moves · Sep 29Citi hires JPMorgan's trusts and estates head Adam Clark to lead wealth planning
practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
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