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

CRD: 277027
In PWD coverage since August 14, 2026 · 3 stories
1Deals on our tracker
-18Talent net · 12 months0 in · 18 out
Talent flow · 12 monthsOn the wire →
Net -18 · 0 arrivals · 18 departures
Arrivals
None tracked.
Departures
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
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Aug 19 · destination pending
Deal recordFull tracker →
Aug 12, 26Deal announcedApex Fintech Solutions · Kalshi — coverage
PWD coverage
Deals & PE

Goldman's Neos deal puts a price on the race to own product factories

Schwab's Forge close and Orion's Goldman custody integration extend the same logic. The likely cost to RIAs is fewer independent entry points.
Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms
Data · Aug 14Apex Launches Prediction Markets Platform, Tastytrade First
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