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Monday, October 5, 2026The Morning Brief →Sign in
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Charles Schwab

In PWD coverage since September 22, 2026 · 16+ stories
5Deals on our tracker
Deal recordFull tracker →
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
PWD coverage
practice

Anthropic announces Claude for Financial Advisors; provider list remains unnamed

Kitces's #AdvisorTech column reports the plugin connects to existing advisor tools to run tasks like pre-meeting summaries, without naming which providers are on the list.
Filings · Oct 3Merrill Lynch agrees to pay $39 million to settle cash sweep class action
advisor_note · Oct 3Pontera pitches AI trust layer after OpenAI agents probe SEC sites
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
portfolio · Sep 25Schwab opens its cash shelf to a yield-splitting product
The Close · Sep 23The cash spread is what the selloff repriced
RIA · Sep 23The AI sell-off reprices the cash spread, not the fee
practice · Sep 23The Muse Selloff Prices the Part of Advice an App Can Do
The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell
Moves · Sep 22Mercer buys integration capacity and calls it a platform hire
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