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custodian

Schwab Advisor Services

In network coverage since October 5, 2026 · 16+ stories
9Deals on our tracker
Deal recordFull tracker →
Oct 20, 26Fund launchSyntax — coverage
Sep 20, 26Deal announcedCharles Schwab · Anthropic — coverage
Sep 20, 26Deal announcedAnthropic — coverage
Sep 20, 26Deal announcedAnthropic — coverage
Sep 20, 26Deal announcedAnthropic — coverage
Sep 14, 26Deal announcedAnthropic — coverage
Sep 13, 26Deal announcedAnthropic — coverage
Sep 13, 26Deal announcedAnthropic — coverage
Sep 13, 26Deal announcedAnthropic — coverage
Network coverage
portfolio

55ip extends UMA offering to RIAs with J.P. Morgan and BlackRock SMAs

Syntax connects its index engine to Schwab iRebal; Vise launches an asset-location tool.
portfolio · Oct 20Charles Schwab plans its own long/short SMA, CEO Rick Wurster says
RIA · Oct 20Charles Schwab expects to offer long/short SMA, CEO says
The Close · Oct 20Bank of America downgrades Ameriprise over the cost of retention bonuses
Data · Oct 18Advisor moves outnumber custodian changes 25-to-1 as Schwab reports record flows
The Close · Oct 16S&P: Custodian referrals supplied about half of Mercer's first-half net new assets
move · Oct 15Schwab Advisor Services net new assets rise 47% in Q3
RIA · Oct 15Schwab reports record $190.4 billion net new assets and touts all-size RIA custody
portfolio · Oct 15Schwab raised tax-aware long-short minimum to $10M from $1M
RIA · Oct 15Schwab Advisor Services adds $120.1 billion in Q3 net new assets
move · Oct 13State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs
RIA · Oct 13State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs
exit · Oct 8Merit Financial acquires $1.1B Orchard Park advisory practice
move · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity
practice · Oct 6Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
THE DESK BRIEF

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