13 Investment Must Reads for This Week (Aug. 18, 2026)

Published on August 18, 2026

Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.

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MAI Capital Buys Calif. RIA OG Private Wealth, Adding $551M

August 18, 2026
Acquisition comes on the heels of MAI saying yesterday it entered the Atlanta market with the Waypoint Wealth Counsel deal.

People Moves: Carson Hires Recruiter from Osaic for Indie Channel

August 18, 2026
Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a relationship manager and wealth advisor.