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Monday, October 5, 2026The Morning Brief →Sign in
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Betterment Advisor Solutions

In PWD coverage since August 18, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Mar 19, 26Fund launch
PWD coverage
move

Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

The threshold counts assets held at Fidelity, not total firm AUM, and the notice went directly to affected firms.
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
RIA · Sep 25Betterment automates the switch; WealthReach monetizes the leads RIAs turn away
RIA · Sep 10Gen Z advisor churn is an onboarding problem a fee cut cannot solve
practice · Aug 18Betterment expands Solo 401(k) to advisor networks HUB and Osaic
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