News
Betterment waives fee to win custody business from Fidelity RIAs
The fee promotion runs through 2028 as hundreds of RIAs custody with Fidelity below its new $100 million asset minimum
Summary as published by InvestmentNews
More on Fidelity
Fidelity hub →InvestmentNews · Oct 8, 7:21 AM ET
AI account opening is Jump's next push beyond advisor notetakingWealthManagement.com · Oct 7, 3:18 PM ET
Fidelity: $100M Custody Minimum to Impact a Few Hundred FirmsFinancial Planning · Oct 7, 5:30 AM ET
Dropped by Fidelity? Here are RIAs' custody optionsFinancial Planning · Oct 6, 6:53 PM ET
3 ways RIAs can respond to Fidelity's new $100M minimum
Financial ADVSR links to reporting from across the industry. This story was reported by InvestmentNews. Financial ADVSR is not affiliated with InvestmentNews. Updated every 10 minutes.