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Dropped by Fidelity? Here are RIAs' custody options
Fidelity has informed RIAs custodying with it to find new custodians if they can't get to $100M in AUM.
Summary as published by Financial Planning
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Custodians, RIA Platforms Target Fidelity Clients on Heels of $100M MinimumRIABiz · Oct 6, 11:57 AM ET
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
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