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Private Wealth Daily
custodian

Pershing

In network coverage since August 21, 2026 · 13 stories
Network coverage
Practice management

Docupace launches Next 1.0; Focus Financial names Nevis its AI platform

Docupace says existing workflows and document history carry forward, while Focus made an undisclosed but “significant investment” in Nevis.
RIA · Oct 13State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs
Recruiting & transitions · Oct 6Small RIAs weigh joining a network to clear Fidelity's $100 million minimum
Practice management · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
Recruiting & transitions · Sep 22Altruist's AI head start makes custody choice a technology bet
RIA · Sep 22Schwab bought AI access; Altruist owns the client record
Practice management · Sep 8Salesforce bets advisor AI on follow-through, not note-taking
Sponsors · Aug 27Origin's interval fund puts $159.7 million to work in six weeks
Practice management · Aug 26Vanguard-Altruist deal hands RIAs a custody negotiating lever
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Moves · Aug 24The custody layer gets its own talent war
Products & portfolios · Aug 21Schwab's crypto line forces advisors to pick a side
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