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Fidelity

In PWD coverage since October 2, 2026 · 16+ stories

4Deals on our tracker

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Sep 29, 26Fund launch · $451 — coverage

Sep 22, 26Deal announcedSavvy Wealth — coverage

Sep 22, 26Deal announcedSavvy Advisors — coverage

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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 6Pontera floats itself as AI's trust layer for 401(k) access

practice · Oct 6Pontera launches non-discretionary 401(k) service as password sharing stays blocked

practice · Oct 6Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude

practice · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years

book · Oct 6Vanguard data shows fewer high earners maxing out 401(k) deferrals

The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab

RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028

RIA · Oct 6Altruist adds donor-advised funds to its platform at 50 basis points

the_wrap · Oct 5Cerebras objects to OKXICE plan to tokenize 63 U.S. stocks

the_wrap · Oct 5Ares Secondaries discloses $500m Sabey deal as continuation vehicles close without prices

the_wrap · Oct 5Plume opens a tokenized vault holding Fidelity's actively managed bond ETF

tokenization · Oct 5Plume opens tokenized nBND vault holding Fidelity's Total Bond ETF

practice · Oct 5Ascensus launches a participant-referral workflow for plan advisers

the_wrap · Oct 5WhiteHorse Finance puts itself up for sale, BDC Reporter reports

M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target

Fidelity

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

The Family Office Daily Briefing