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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
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Tim Welsh

In PWD coverage since August 19, 2026 · 12 stories
PWD coverage
move

Fidelity gives custody clients under $100 million until June 2027 to move

The company confirmed the letters, and the alternatives advisors named so far carry conditions of their own.
move · Oct 1Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay
The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients
move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody
RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline
book · Sep 4Schwab tests its pricing power on HNW clients
practice · Sep 1Don't Pull a Schwab: Vanguard's Altruist Trust Test
practice · Aug 21Schwab's branch push turns custodian into competitor
portfolio · Aug 21Schwab's crypto line forces advisors to pick a side
practice · Aug 20Schwab's $5 million referral floor reshapes RIA client growth
practice · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
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