A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in
other

Forge Trust Co.

In network coverage since October 6, 2026 · 6 stories
4Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal announcedAlto · Charles Schwab — coverage
Oct 5, 26Deal announcedSchwab · Alto · $20B — coverage
Oct 5, 26Deal announcedSchwab · Alto · Forge Services Inc. · $20B — coverage
Oct 5, 26Deal announcedAlto · Forge Services Inc. · Forge Global · $20B — coverage
Network coverage
book

Schwab agrees to sell Forge Trust self-directed IRA custodian to Alto

Advisors with clients in Forge Trust self-directed IRAs could face a custodian move to Alto, a Nashville custodian and marketplace for private-market retirement investing.
Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue
investments · Oct 7Alto agrees to acquire Forge Trust, adding more than 60,000 private-market IRA accounts
Features · Oct 7Alto buying Forge Trust pools $20 billion in IRAs; MSCI and CUSIP extend private-company IDs
investments · Oct 6Alto to buy Forge Trust from Schwab, combining over $20 billion in retirement assets
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 latest from Wealth Advisor Daily, in your inbox every weekday. Free.