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Sunday, August 23, 2026The Morning Brief →Sign in
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Schwab Advisor Network

In PWD coverage since August 19, 2026 · 4 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Walt Bettinger
Aug 21 · from Schwab
Rick Wurster
Aug 21 · from Schwab
Departures
None tracked.
PWD coverage
advisor_note

The custody account is becoming the customer relationship

Schwab's branch push, crypto boundary, and referral floor show why RIAs must reprice their custody risk.
practice · Aug 20Schwab's $5 million referral floor reshapes RIA client growth
practice · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
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