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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Savvy Advisors

NEW YORK, NY
Hiring · 9 open roles →
CRD: 318493
In network coverage since September 1, 2026 · 10 stories
$5BRegulatory AUMSEC Form ADV · Oct 24
170EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 5 – Oct 24
Deal recordFull tracker →
Sep 22, 26Deal announcedFidelity — coverage
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.
The Advisor's Note · Sep 26Schwab's cash shelf turns the sweep into a product
The Advisor's Note · Sep 24Savvy has a 90-second demo and no published custody price
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 23A software vendor admits the software slice is too thin
Features · Sep 23Vanguard Bought the Last Custody Asset
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
Features · Sep 19Wealth tech's margin moves to the governed record
Moves · Sep 1Advisor moves jump 16.2% as the platform war moves to retention
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