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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Mark Casady

In PWD coverage since September 17, 2026 · 4 stories
PWD coverage
RIA

Fidelity rents Savvy a custody front end and keeps the spread

Savvy's mid-2027 platform gives Fidelity another channel into a book LPL is buying, while the balance-sheet economics stay with Fidelity.
Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived
exit · Sep 18Three exits, three prices, one book
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
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