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Wealth Advisor Daily
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Tuesday, September 22, 2026The Morning Brief →Sign in
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Lex Sokolin

In PWD coverage since September 22, 2026 · 2 stories
PWD coverage
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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
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