A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Tuesday, October 6, 2026The Morning Brief →Sign in
other

Forge Services Inc.

In PWD coverage since October 6, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 5, 26Deal announcedSchwab · Alto · Forge Trust Co. · $20B — coverage
PWD coverage
investments

Alto to buy Forge Trust from Schwab, combining over $20 billion in retirement assets

The agreement, pending approval by the South Dakota Division of Banking, would put more than 60,000 self-directed IRA accounts with private-market assets on one platform.
M&A · Oct 6Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets
Every weekday · 6:30 a.m. ET

The Morning Brief

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