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Private Wealth Daily
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Ritik Malhotra

Savvy Advisors · Reported Oct 26
In network coverage since September 17, 2026 · 7 stories
Network coverage
Features

Client cash moving to T-bills is a custody contract fight

Clients put $6.2 billion into the muni ETF and $5 billion into three-month bills in 30 days. That is a sweep-yield decision, and it gets priced at custody renewal, not on the fund menu.
Practice management · Oct 6Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
Practice management · Sep 23Savvy's new platform has 150 users, no outside clients and no price
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
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
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