A Daily Network publication

other

Datos Insights

In network coverage since August 20, 2026 · 16+ stories

Network coverage

move

State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

The Boston bank is targeting RIAs managing more than $1 billion with the service, re-entering a custody business it left five years ago, RIABiz reported.

RIA · Oct 13State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs

move · Oct 6Small RIAs weigh joining a network to clear Fidelity's $100 million minimum

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

The Close · Sep 21Whoever writes the AI data terms keeps the client record

The Close · Sep 21Clients want the plan, and advisors are learning to bill for it

practice · Sep 17Claude for advisors hits the workflow wall

The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced

M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional

practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

move · Sep 9Banks' upstream push hands RIAs their next breakaway wave

move · Aug 27Vanguard's Altruist bet reprices every RIA custody renewal

portfolio · Aug 27Schwab's SIPC sweep switch demands a client cash policy

M&A · Aug 26Vanguard's $4.6B Altruist bet raises the custody stakes

practice · Aug 25Edward Jones's $5,000 robo is a bet on the handoff

practice · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.