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ITDG31.47▲ 1.60%IBRN39.77▲ 0.32%ESMV31.61▲ 0.02%EFRA35.88▼ 1.13%ITDI31.47ITDH31.47ETEC26.81▼ 2.98%IVV770.98▼ 0.68%SPY772.67▼ 0.47%VOO522.67▼ 0.95%QQQ729.87▼ 0.16%VTI281.03▼ 0.75%IEFA99.88▼ 1.14%IEMG79.63▼ 2.83%GLD405.49▲ 1.00%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IJH78.48▼ 0.24%IWF123.07▼ 1.61%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK190.32▲ 0.16%IJR147.69▼ 1.43%BND73.05▼ 2.74%SGOV100.56▲ 0.00%ITOT168.33▼ 0.78%IWD256.62▼ 0.75%IWM300.23▼ 1.26%
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Schwab

In PWD coverage since August 14, 2026 · 6 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
The Close

Managed accounts become the private-markets front door

Schwab, Morgan Stanley, and Invesco are routing alternatives through managed accounts, redrawing the economics and changing how advisors reach illiquid assets.
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
THE DESK BRIEF

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