Story thread · 2 reports / 2 sources
13 Investment Must Reads for This Week (Aug. 18, 2026)
wealthmanagement.com · 1d · first report

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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