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Saturday, October 3, 2026The Morning Brief →Sign in
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Alex Chalekian

In PWD coverage since October 1, 2026 · 4 stories
PWD coverage
move

Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay

Michael Kitces calls the hard no bizarre, noting past minimum increases let small firms pay a fee to stay.
The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients
RIA · Oct 1Fidelity gives custody clients below $100 million until June 2027 to grow
move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
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