A Daily Network publication

other

Datos Insights

In PWD coverage since August 19, 2026 · 16+ stories

PWD coverage

move

Small RIAs weigh joining a network to clear Fidelity's $100 million minimum

Advisory Services Network, which already clears Fidelity's bar, says firms have asked to join; an analyst warns the scale benefit depends on how an aggregator files.

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

The Close · Sep 21Whoever writes the AI data terms keeps the client record

The Close · Sep 21Clients want the plan, and advisors are learning to bill for it

practice · Sep 17Claude for advisors hits the workflow wall

The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced

M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional

practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

move · Sep 9Banks' upstream push hands RIAs their next breakaway wave

move · Aug 27Vanguard's Altruist bet reprices every RIA custody renewal

portfolio · Aug 27Schwab's SIPC sweep switch demands a client cash policy

M&A · Aug 26Vanguard's $4.6B Altruist bet raises the custody stakes

practice · Aug 25Edward Jones's $5,000 robo is a bet on the handoff

practice · Aug 20Edward Jones's $5,000 digital pilot makes the advisor network the product

practice · Aug 20Schwab's $5 million referral floor reshapes RIA client growth

RIA · Aug 19Schwab CEO credits Fidelity retreat for record RIA inflows