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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
custodian

National Financial Services LLC

In network coverage since September 23, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal announcedSavvy Wealth — coverage
Sep 22, 26Deal announcedSavvy Wealth — coverage
Network coverage
RIA

Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

Existing firms below the threshold must meet it or begin moving off the platform by June 30, 2027, the firm says.
Practice management · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
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