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Saturday, October 3, 2026The Morning Brief →Sign in
custodian

Pershing

In PWD coverage since August 21, 2026 · 11 stories
PWD coverage
move

Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody

The custodian's existing $100 million joining minimum now applies to RIAs already on the platform, Financial Planning reports.
practice · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
move · Sep 22Altruist's AI head start makes custody choice a technology bet
RIA · Sep 22Schwab bought AI access; Altruist owns the client record
practice · Sep 8Salesforce bets advisor AI on follow-through, not note-taking
sponsors · Aug 27Origin's interval fund puts $159.7 million to work in six weeks
practice · Aug 26Vanguard-Altruist deal hands RIAs a custody negotiating lever
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Moves · Aug 24The custody layer gets its own talent war
portfolio · Aug 21Schwab's crypto line forces advisors to pick a side
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