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Est. 2026Moves · Money · ManagementNew York

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Fidelity Investments just cast a wider net for RIA custody revenues by backstopping Savvy Wealth's (expected mid-2027 ) custody launch -- hastened by the lean-in of 'multi-billion-AUM' RIA prospects, the company says

By Brooke Southall · RIABiz ·

Savvy and Fidelity make a strong team to target Commonwealth assets, Savvy CEO says, because those advisors lived on Fidelity's clearing and can now attach as RIAs.

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