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Thursday, August 20, 2026The Morning Brief →Sign in
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Creative Planning

OVERLAND PARK, KS
CRD: 105348
In PWD coverage since August 14, 2026 · 4 stories
$296BRegulatory AUMSEC Form ADV · Aug 15
1,650EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal closedMarshall Financial Group — coverage
PWD coverage
practice

Schwab ends sub-$5-million RIA referrals starting in 2027

Firms in the Schwab Advisor Network have until 2027 to replace the under-$5-million leads Schwab is keeping for itself; the largest channel players say they will not feel the loss.
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
exit · Aug 18A seller's emotions can make or break an RIA deal
RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA
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