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In PWD coverage since August 24, 2026 · 10 stories

PWD coverage

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

The threshold counts assets held at Fidelity rather than total firm AUM, and Schwab cites the 11,000 micro-practices it already serves while stopping short of a promise.

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

Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies

Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO

M&A · Sep 17Apella's 18th deal shows the roll-up metric is now cadence

Features · Sep 17The private-markets premium is now operational

Moves · Sep 8Gryphon's independence runs on Robinhood's rails

M&A · Sep 1Grimes' tax-practice deal is a retention play

The Close · Aug 24Schwab's $5 million referral bar is a custody strategy