A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 23, 2026The Morning Brief →Sign in
custodian

National Financial Services LLC

In PWD coverage since September 23, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal announcedSavvy Wealth — coverage
Sep 22, 26Deal announcedSavvy Wealth — coverage
PWD coverage
practice

Savvy's custody pitch is software over Fidelity's rails

Comparing platforms means pricing the workflow above clearing—and asking what the 90-second number includes.
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.