custodian
Fidelity's National Financial Services
In network coverage since August 14, 2026 · 4 stories
Network coverage
Practice management
Savvy's new platform has 150 users, no outside clients and no price
For an RIA weighing custodians, the introducing-broker model moves revenue rather than assets, and the terms that would decide the switch stay unpublished until a 2027 onboarding window.