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Saturday, October 3, 2026The Morning Brief →Sign in
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Rick Wurster

In PWD coverage since August 14, 2026 · 5 stories
PWD coverage
Moves

The custody layer gets its own talent war

Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.
RIA · Aug 19Schwab CEO credits Fidelity retreat for record RIA inflows
Allocators · Aug 14Rachleff: Retail private funds are 'high-priced junk' amid Schwab Forge push
RIA · Aug 14Schwab denies custody fees; analysts see fee route to $135
RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA
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