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Edition No. 062
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Tuesday, October 13, 2026
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State Street
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Reported Oct 13
In network coverage since August 28, 2026 · 4 stories
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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 13
State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs
The Close · Sep 17
State Street is renting the custody engine it used to own
Moves · Aug 28
State Street hires former LPL and Altruist executive as wealth custody CRO
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