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Thursday, August 20, 2026The Morning Brief →Sign in
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Orion

In PWD coverage since August 14, 2026 · 10 stories
1Deals on our tracker
Deal recordFull tracker →
Jul 31, 26Deal announcedGoldman Sachs Custody Solutions
PWD coverage
advisers

Pontera adds a non-discretionary route into held-away 401(k)s

A second workflow lets advisers recommend changes inside employer-sponsored accounts; clients do the executing.
RIA · Aug 20Pontera lets advisors recommend 401(k) trades without executing them
advisers · Aug 19Vanguard lets advisers customize its model portfolios
portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio
portfolio · Aug 18Vanguard opens four model portfolios to outside fund choices
The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces
advisers · Aug 18Vanguard custom models put a dial in advisers' hands
advisers · Aug 18Vanguard opens model portfolios to adviser customization
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Data · Aug 14Orion, Goldman Sachs expand custody tech with AI onboarding
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