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Michael Kitces

In PWD coverage since September 3, 2026 · 16+ stories

PWD coverage

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

The 401(k) software firm says agent-to-agent finance needs a validating intermediary, while Schwab says it is preparing Charley agents for its millions of clients.

practice · Oct 6Fidelity ends custody for sub-$100 million RIAs, with June 2027 exit

move · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

move · Oct 1Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay

The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients

RIA · Oct 1Fidelity gives custody clients below $100 million until June 2027 to grow

practice · Oct 1Kitces & Carl's 200th episode: how advisors explain a fee when the value is intangible

portfolio · Sep 25The 4% rule sets the floor; the ratchet handles the upside

practice · Sep 22The videos won 80,000 followers; the offer won the clients

portfolio · Sep 17The blended risk score averages away the binding constraint

practice · Sep 17Ask what the decision solved before you call it a mistake

RIA · Sep 15Referral flow runs on client tenure, not advisor effort

exit · Sep 3The 3X lure that keeps founders from exiting