Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
bank

Axos

In network coverage since October 6, 2026 · 7 stories
Network coverage
The Close

Fidelity's $100 million floor meets Anthropic's $4,800 minimum

Custody is priced on assets; the software layer above it is now priced on seats, calls and commitments.
The Close · Oct 19Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short
Practice management · Oct 16Docupace launches Next 1.0; Focus Financial names Nevis its AI platform
Data · Oct 10Betterment waives full wrap fee for RIAs at Fidelity
Recruiting & transitions · Oct 7Fidelity says a few hundred advisory firms face its $100 million custody cutoff
The Close · Oct 7Fidelity extends $100 million custody minimum to 986 existing RIA relationships
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.