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Thursday, October 8, 2026Family Office Daily Briefing →Sign in
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Betterment Advisor Solutions

In network coverage since August 18, 2026 · 8 stories
1Deals on our tracker
Deal recordFull tracker →
Mar 19, 26Fund launch
Network coverage
move

Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

The offer has no asset minimum and a June 30, 2027 sign-up deadline; Fidelity set a $100 million threshold for staying on its platform.
RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028
move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
RIA · Sep 25Betterment automates the switch; WealthReach monetizes the leads RIAs turn away
RIA · Sep 10Gen Z advisor churn is an onboarding problem a fee cut cannot solve
practice · Aug 18Betterment expands Solo 401(k) to advisor networks HUB and Osaic
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