Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
other

Will Trout

Datos Insights · Reported Oct 13
In network coverage since August 14, 2026 · 15 stories
Network coverage
Recruiting & transitions

State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

The Boston bank is targeting RIAs managing more than $1 billion with the service, re-entering a custody business it left five years ago, RIABiz reported.
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 · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations
Practice management · Sep 17Claude for advisors hits the workflow wall
The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced
M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional
Practice management · Sep 10Bain's Vestmark buy makes the next renewal a negotiation
Recruiting & transitions · Sep 9Banks' upstream push hands RIAs their next breakaway wave
Recruiting & transitions · Aug 27Vanguard's Altruist bet reprices every RIA custody renewal
Products & portfolios · Aug 27Schwab's SIPC sweep switch demands a client cash policy
M&A · Aug 26Vanguard's $4.6B Altruist bet raises the custody stakes
Practice management · Aug 25Edward Jones's $5,000 robo is a bet on the handoff
Practice management · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product
Data · Aug 14CFPB poised to let big banks charge billions in data fees
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.