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Friday, October 2, 2026The Morning Brief →Sign in
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Lake Ave. Financial

In PWD coverage since October 1, 2026 · 2 stories
PWD coverage
move

Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay

Michael Kitces calls the hard no bizarre, noting past minimum increases let small firms pay a fee to stay.
The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients
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