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 terminalInsurance 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.
Friday, August 21, 2026The Morning Brief →Sign in
ria

Jarod Wesson

In PWD coverage since August 20, 2026 · 3 stories
PWD coverage
advisor_note

Schwab keeps the small accounts. Edward Jones buys in.

Independent advisors have until 2027 to build their own route to small accounts. Schwab and Edward Jones are already taking theirs.
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
RIA · Aug 20LPL adds $7.4B in July while markets pull back $16.1B
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.