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Tuesday, October 6, 2026The Morning Brief →Sign in
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Forge Global

In PWD coverage since August 14, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Jul 20, 26Deal closedCharles Schwab
PWD coverage
investments

Alto to buy Forge Trust from Schwab, combining over $20 billion in retirement assets

The agreement, pending approval by the South Dakota Division of Banking, would put more than 60,000 self-directed IRA accounts with private-market assets on one platform.
M&A · Oct 6Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Allocators · Aug 14Rachleff: Retail private funds are 'high-priced junk' amid Schwab Forge push
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