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Wealth Advisor Daily
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Wednesday, August 19, 2026The Morning Brief →Sign in
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Sheila Bair

In PWD coverage since August 19, 2026 · 1 story
PWD coverage
book

Schwab and Fidelity tighten the door on the $150 billion tax trade

The custodians behind tax-aware long-short accounts are closing off access, and advisers need to reprice the risk in their own books.
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