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custodian

Schwab

In network coverage since October 18, 2026 · 16+ stories

5Deals on our tracker

Deal recordFull tracker →

Oct 19, 26Deal announcedAlto · Forge Trust Co. — coverage

Oct 5, 26Deal announcedAlto · Forge Trust Co. · $20B — coverage

Oct 5, 26Deal announcedAlto · Forge Trust Co. · Forge Services Inc. · $20B — coverage

Sep 8, 26Fund launchCandidly · Merrill Lynch · Bank of America · Empower · Vanguard Group — coverage

May 13, 26Deal announcedSchwab Wealth Advisory

Network coverage

RIA

PHP2Shell flaws put RIA website vendors under 72-hour breach-reporting duty

Under Reg S-P, a website vendor has 72 hours to report a breach to the firm, which then has 30 days to notify clients.

the_tape · Oct 22Options-based ETFs near $400bn as derivative income takes two-thirds of flows

the_tape · Oct 22Calamos sets Oct. 26 launch for least-of autocallable ETF CAYN

practice · Oct 22Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs

practice · Oct 21Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout

RIA · Oct 21Focus Financial Partners adds Nevis as AI platform nine months after Jump

practice · Oct 21Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

portfolio · Oct 20AssetMark adds two private equity interval funds, taking shelf to six

launches · Oct 20Schwab's planned SCIN ETF will charge 0.06%, one basis point below Vanguard's BNDX

practice · Oct 20Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening

move · Oct 20Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams

The Close · Oct 20Bank of America downgrades Ameriprise over the cost of retention bonuses

RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening

Data · Oct 19Schwab reports record $24 billion managed investing flows as it develops proprietary long-short strategy

The Close · Oct 19Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short

Data · Oct 18Advisor moves outnumber custodian changes 25-to-1 as Schwab reports record flows

THE DESK BRIEF

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