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In PWD coverage since August 14, 2026 · 15 stories

PWD coverage

The Close

Whoever writes the AI data terms keeps the client record

Schwab is selling governance, Mariner is buying conversion speed at $250,000 a unit, and the market is already repricing the plumbing underneath both.

The Close · Sep 21Clients want the plan, and advisors are learning to bill for it

practice · 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 · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

move · Sep 9Banks' upstream push hands RIAs their next breakaway wave

move · Aug 27Vanguard's Altruist bet reprices every RIA custody renewal

portfolio · 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 · Aug 25Edward Jones's $5,000 robo is a bet on the handoff

practice · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product

practice · Aug 20Schwab's $5 million referral floor reshapes RIA client growth

RIA · Aug 19Schwab CEO credits Fidelity retreat for record RIA inflows

Data · Aug 14CFPB poised to let big banks charge billions in data fees