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Private Wealth Daily
custodian

Apex Clearing Corp.

In network coverage since August 17, 2026 · 7 stories
Network coverage
The Close

Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short

Betterment's wrap-fee waiver for Fidelity RIAs carries the same June 30, 2027 deadline.
Recruiting & transitions · Oct 13State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs
RIA · Oct 13State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs
Recruiting & transitions · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise
Practice management · Sep 23Savvy's new platform has 150 users, no outside clients and no price
Practice management · Aug 18MissionSquare's wealth push hands public-plan advisors a rollover rival
Plans & Sponsors · Aug 17MissionSquare expands from recordkeeping into participant wealth
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