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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
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Michael Kitces

In network coverage since October 6, 2026 · 16+ stories
Network coverage
Practice management

Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.
Practice management · Oct 20Michael Kitces: AI's main effect will be deeper client engagements
Moves · Oct 16XYPN opens president search as Vince Hockett set to retire in spring 2027
Recruiting & transitions · Oct 15Schwab Advisor Services net new assets rise 47% in Q3
Practice management · Oct 15Kitces & Carl argue an irrevocable decision can beat a reversible one
Recruiting & transitions · Oct 9Fidelity plans $100 million RIA custody minimum with June 2027 deadline
Practice management · Oct 9XYPN AdviceTech judges press six finalists on fit with existing systems
Recruiting & transitions · Oct 9Advisors under Fidelity's $100 million custody minimum face months of repapering
Recruiting & transitions · Oct 7XYPN registration pipeline hits 110 firms as rollup advisors join
Moves · Oct 7XYPN has 110 firms working toward registration, up from 60 a year earlier
Recruiting & transitions · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity
Recruiting & transitions · Oct 7Fidelity gives RIAs under $100 million until June 2027 to leave custody
Practice management · Oct 6Pontera floats itself as AI's trust layer for 401(k) access
Recruiting & transitions · Oct 6Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026
Practice management · Oct 6Fidelity ends custody for sub-$100 million RIAs, with June 2027 exit
Recruiting & transitions · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise
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