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Private Wealth Daily
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Tim Welsh

In network coverage since August 19, 2026 · 9 stories
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RIA

Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

Jon Beatty, head of Schwab's $6 trillion custody unit, says it is ready to take at least some Fidelity accounts, though no terms are in writing.
RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline
Tax & estate planning · Sep 4Schwab tests its pricing power on HNW clients
Practice management · Sep 1Don't Pull a Schwab: Vanguard's Altruist Trust Test
Practice management · Aug 21Schwab's branch push turns custodian into competitor
Products & portfolios · Aug 21Schwab's crypto line forces advisors to pick a side
Practice management · Aug 20Schwab's $5 million referral floor reshapes RIA client growth
Practice management · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
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