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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
custodian

Fidelity

In network coverage since October 21, 2026 · 16+ stories
5Deals on our tracker
Deal recordFull tracker →
Oct 1, 26Deal closed — coverage
Sep 29, 26Fund launch · $451 — coverage
Sep 29, 26Fund launch · $451 — coverage
Sep 22, 26Deal announcedSavvy Wealth — coverage
Sep 22, 26Deal announcedSavvy Advisors — coverage
Network coverage
Features

Client cash moving to T-bills is a custody contract fight

Clients put $6.2 billion into the muni ETF and $5 billion into three-month bills in 30 days. That is a sweep-yield decision, and it gets priced at custody renewal, not on the fund menu.
The Close · Oct 26Fidelity's $100 million floor meets Anthropic's $4,800 minimum
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Features · Oct 23Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it
M&A · Oct 23Steward CEO says RIA deal volume runs up to 5x tracked totals
The Tape · Oct 23Fidelity FYEE ETF reports 9.1% yield, 80-85% S&P capture
The Wrap · Oct 23Securitize shares fall 38% since Solana tokenized-stock launch
The Tape · Oct 23Cboe options volume falls 4% as ETF options grow
RIA · Oct 22PHP2Shell flaws put RIA website vendors under 72-hour breach-reporting duty
Tax & estate planning · Oct 22Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare
Practice management · Oct 22Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs
Practice management · Oct 21Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout
The Close · Oct 21Focus Financial Partners adds Nevis AI platform; Modera launches Mira
RIA · Oct 21Focus Financial Partners adds Nevis as AI platform nine months after Jump
Investments · Oct 21Devenir: invested HSA balances top $100 billion, 52% of assets
Crypto ETFs & funds · Oct 21BlackRock files for iShares Bitcoin Managed Protect ETF using $65 billion IBIT
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