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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
ria

Betterment

NEW YORK, NY
CRD: 149117
In network coverage since September 17, 2026 · 16+ stories
$69.5BRegulatory AUMSEC Form ADV · Oct 24
794EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 29 – Oct 24
Deal recordFull tracker →
Oct 19, 26Fund launch — coverage
Oct 19, 26Fund launch — coverage
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.
Investments · Oct 20Ascensus launches referral platform routing 401(k) savers to plan advisers
Plans & Sponsors · Oct 20Betterment adds mega-backdoor Roth to solo 401(k) plans
Tax & estate planning · Oct 20Betterment adds mega-backdoor Roth to its solo 401(k) platform
The Close · Oct 19Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short
Practice management · Oct 9Nearly 40% of retirement investors want a detailed income plan, Cerulli finds
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
Recruiting & transitions · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028
Recruiting & transitions · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
Practice management · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
RIA · Sep 25Betterment automates the switch; WealthReach monetizes the leads RIAs turn away
Moves · Sep 22Mercer buys integration capacity and calls it a platform hire
Recruiting & transitions · Sep 17Osaic's rebuild starts with the advisors it still has
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