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Wealth Advisor Daily
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Thursday, October 1, 2026The Morning Brief →Sign in
custodian

Devon Klumb

In PWD coverage since October 1, 2026 · 1 story
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.
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