Moves
Fidelity's $100M custody minimum forces small RIAs to pick a path
With a June 2027 deadline looming, experts debate whether the move fuels RIA consolidation or rewards independence
Summary as published by InvestmentNews
More on Fidelity
Fidelity hub →Financial Planning · Oct 22, 11:33 AM ET
As smaller rivals keep quiet, Axos opens up on custody feesRIABiz · Oct 22, 9:20 AM ET
An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicRIABiz · Oct 15, 8:49 PM ET
Rick Wurster chides Fidelity in wake of Fido's $100-million RIA purge, as Q3 net-new RIA assets -- both Schwab Advisor Services and Schwab Wealth Advisory -- soar 47% and 55%, respectivelyKitces.com · Oct 9, 2:08 PM ET
Weekend Reading For Financial Planners (October 10–11)
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