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Wealth Advisor Daily
You’re reading this edition
Edition No. 055
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 6, 2026
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Texas Capital Bank
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In PWD coverage since October 6, 2026 · 2 stories
PWD coverage
portfolio
Schwab adds Save's cash strategy to its SMA marketplace
The Houston startup's advertised 7.5% three-year average comes from stock and bond ETFs, while FDIC coverage applies only to the deposit principal.
The Close · Oct 6
Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5%
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