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Monday, September 21, 2026The Morning Brief →Sign in
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Pete Dorsey

In PWD coverage since August 28, 2026 · 4 stories
PWD coverage
The Close

State Street is renting the custody engine it used to own

Five years after selling its RIA custody business, State Street is back as an introducing broker on Apex's rails, betting the margin lives above the platform.
The Close · Aug 29LPL's double CTO hire moves the platform war to new terrain
Features · Aug 29State Street and LPL recruit the platform builders
Moves · Aug 28State Street hires former LPL and Altruist executive as wealth custody CRO
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