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via wealthmanagement.comAsset Management

Schwab Sells Forge Trust to Alto in Private Markets Deal

FROM THE WIRE · WEALTHMANAGEMENT.COM

Alto will gain over 60,000 self-directed IRA accounts and expand its private market retirement investing platform

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralAlto acquires over 60,000 self-directed IRA accounts from Schwab expanding its platform.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Alto acquires Forge Trust from Schwab in a private markets transaction.
  2. 02The acquisition includes over 60,000 self-directed IRA accounts.
  3. 03Alto expands its private market retirement investing platform.

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