WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct Indexing

Published on October 23, 2026

In addition, news from next-generation CRM provider FinTurk, Zocks and LPL, and Masttro appoints a COO.

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Retail Traders Loaded Up on AI Spending Winners Before Selloff

October 23, 2026
Retail investors who spent the past week loading up on semiconductor stocks at the center of the artificial intelligence trade are getting pummeled amid Thursday’s rout.

Who Wears the Cost?

October 23, 2026
Platform fees for API access and AI agent calls keep landing on advisors' desks, whereas industry history illustrates that openness benefits everyone without hurting profit margins.