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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Jon Beatty

In PWD coverage since September 14, 2026 · 5 stories
PWD coverage
The Close

Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab

Betterment will forgo 100% of its wrap fee for Fidelity-custodied firms that sign by June 30, 2027, while Schwab says no terms are in writing.
RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum
move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
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