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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Paul McCutchen

In PWD coverage since August 20, 2026 · 3 stories
PWD coverage
advisor_note

Schwab keeps the small accounts. Edward Jones buys in.

Independent advisors have until 2027 to build their own route to small accounts. Schwab and Edward Jones are already taking theirs.
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
RIA · Aug 20LPL adds $7.4B in July while markets pull back $16.1B
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