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Tuesday, September 22, 2026The Morning Brief →Sign in
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Arca

In PWD coverage since September 10, 2026 · 3 stories
0Talent net · 12 months1 in · 1 out
Talent flow · 12 monthsOn the wire →
Net 0 · 1 arrivals · 1 departures
Arrivals
Parker Terrill Austin
Sep 5
Departures
Parker Terrill Austin
Sep 12 · destination pending
PWD coverage
move

Altruist's AI head start makes custody choice a technology bet

Schwab's Anthropic deal brings scale and a $240 seat; Altruist's lead is measured in years, and firms switching now are already choosing sides.
RIA · Sep 22Schwab bought AI access; Altruist owns the client record
RIA · Sep 10Altruist's real-time API makes custody a data business
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