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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 Investments

In network coverage since October 15, 2026 · 16+ stories
7Deals on our tracker
Deal recordFull tracker →
Sep 28, 26Fund launchFidelity Real Estate Debt Opportunities Fund II · $451M — coverage
Sep 28, 26Fund launchFidelity Real Estate Debt Opportunities Fund II · $451M — coverage
Sep 27, 26Fund launchAdhesion Wealth · AssetMark — coverage
Sep 27, 26Fund launchAdhesion Wealth · AssetMark — coverage
Sep 23, 26Deal announcedSavvy Wealth — coverage
Sep 23, 26Deal announcedSavvy Wealth — coverage
Aug 31, 26Deal announcedBlackRock · Orion · Vanguard Group — 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.
The Tape · Oct 26Goldman's call-writing ETFs take $1.1 billion in a month
Tax & estate planning · Oct 22Allianz survey finds 34% of Americans expect Medicare to cover long-term care
Investments · Oct 21Devenir: invested HSA balances top $100 billion, 52% of assets
Tax & estate planning · Oct 21HSA invested balances reach $100 billion, 52% of assets, Devenir says
Plans & Sponsors · Oct 21Morgan Stanley survey: 69% of plan sponsors rank advisor a top lineup resource
Active · Oct 20Fidelity's FYEE fund reports a 9.1% trailing yield against a 6-8% payout target
Practice management · Oct 20Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts
RIA · Oct 20Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts
RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
Products & portfolios · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
Tax & estate planning · Oct 19Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review
Recruiting & transitions · Oct 19Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak
Moves · Oct 19Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak
Recruiting & transitions · Oct 15Schwab Advisor Services net new assets rise 47% in Q3
RIA · Oct 15Schwab reports record $190.4 billion net new assets and touts all-size RIA custody
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