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

Schwab

In PWD coverage since August 14, 2026 · 8 stories
-3Talent net · 12 months0 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
Arrivals
None tracked.
Departures
Greg Bruce
Aug 14 · to Raymond James
Michelle Sovcik
Aug 14 · to Hightower
Elyn Davis
Aug 14 · to Raymond James
PWD coverage
practice

Edward Jones's $5,000 digital pilot makes the advisor network the product

Edward Jones is testing a $5,000 digital product that could feed its branch network, the opposite of Schwab's upmarket referral floor.
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
The Close · Aug 18Managed accounts become the private-markets front door
RIA · Aug 17Finny bets a $50 fee on the assets it helps win
Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing
RIA · Aug 14Vanguard hires Beverly Goodman to court RIAs
Data · Aug 14CFPB poised to let big banks charge billions in data fees
RIA · Aug 14Altruist margin lending targets Schwab, Fidelity long-short SMA bottleneck
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