Citywire This Week in Wealth

Schwab takes its ball back (again)

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For the second time in a year, Charles Schwab is more than doubling the AUM threshold at which it will refer brokerage clients to RIAs in its lucrative Schwab Advisor Network. Ian Wenik and Alex Steger are joined by a scoop of reporters to unpack one of the biggest wealth management stories of the year.

The team also dives back into Citywire's 2026 50 Growers report to explore some of the smaller firms to make the list, as well as those powering ahead without the help of outside capital.
21 Aug English United States Investing

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