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Wealth Advisor Daily
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Wednesday, September 23, 2026The Morning Brief →Sign in
custodian

State Street Wealth Services

In PWD coverage since September 17, 2026 · 2 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Pete Dorsey
Aug 27
Departures
None tracked.
PWD coverage
RIA

Savvy rents Fidelity's balance sheet to sell onboarding software

The AI-native RIA's custodial platform is a branded front end, and the account-level record still belongs to the clearing broker.
The Close · Sep 17State Street is renting the custody engine it used to own
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