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Private Wealth Daily
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Natixis

In network coverage since August 18, 2026 · 4 stories
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The Close

Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5%

Save Technologies holds client cash in FDIC-insured bank deposits while a subsidiary RIA invests in equity and gold ETFs for the yield; its disclosures put the return floor at zero.
Practice management · Sep 23The fee case built on gross returns is the weakest one
Transition Finance · Aug 18CIP reaches financial close on first Mexican solar-plus-storage project
Transition Finance · Aug 18CIP reaches financial close on its first solar-plus-storage project in Mexico
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