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Tuesday, September 15, 2026The Morning Brief →Sign in
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Peter Nolan

In PWD coverage since September 14, 2026 · 4 stories
PWD coverage
practice

Schwab's Claude exclusive puts a $4,800 AI seat on 16,000 RIAs

The custodian's first-mover integration costs an advisor $240 a year per seat, plus process work nobody has budgeted yet.
RIA · Sep 14Schwab's Claude exclusive buys queue position, not a better model
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
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