Skip to content
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
person

Jon Beatty

Schwab Advisor Services · Reported Oct 26
In network coverage since September 14, 2026 · 6 stories
Network coverage
Practice management

Nevis raises $70M Series B with Schwab and EQT backing

Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
Features · Oct 26Client cash moving to T-bills is a custody contract fight
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 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
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.