Fidelity

Financial ADVSR covers Fidelity as a custodian or platform provider, which holds client assets and supplies trading, technology and operations to advisory firms. This page collects every Fidelity story from the wealth management press, updated throughout the day.

The most recent Fidelity headline in the industry press is “Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among others” (RIABiz, October 5). Financial ADVSR’s latest reporting on the firm is “Fidelity tells RIAs under $100 million to find another custodian by mid-2027” (October 5).

10 stories from 4 outlets have mentioned Fidelity since September 2, including 3 about advisor moves and 1 about deals.

The moves tracker has recorded 1 deal involving Fidelity in the last 90 days. The most recent: Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blow (RIABiz, October 2).

Recent coverage most often mentions Fidelity alongside Schwab, Altruist, Pontera and Envestnet.