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Fidelity Investments

In PWD coverage since September 28, 2026 · 16+ stories

6Deals on our tracker

Deal recordFull tracker →

Sep 28, 26Fund launchFidelity Real Estate Debt Opportunities Fund II · $451M — coverage

Sep 27, 26Fund launchAdhesion Wealth · AssetMark — coverage

Sep 23, 26Deal announcedSavvy Wealth — coverage

Aug 31, 26Deal announcedBlackRock · Orion · Vanguard Group — coverage

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Features

Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Concurrent announced its first platform purchase and HB Wealth closed a Texas deal this week as the June 2027 deadline makes sub-scale firms sale candidates.

the_wrap · Oct 2Oaktree closes $2bn asset-backed fund as four managers still report zero sold

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody

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

RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

RIA · Sep 30Bruce Markets plans weekend U.S. equity trading, pending regulatory approval

active · Sep 29Derivative ETF assets reach $214 billion as covered calls lead derivative-heavy launches

funds · Sep 29Reach Capital floats €1bn-a-year GP-led budgets for CDPQ and Allianz

investments · Sep 29Fidelity's real estate debt fund files $451 million; Värde and Barings leave size blank

investments · Sep 29Fidelity files $451 million real estate debt fund; Northern Trust files $33 billion vehicle

funds · Sep 29Fidelity launches $451 million debt fund as three continuation vehicles close without disclosed prices

funds · Sep 29Fidelity closes second real estate debt fund at $451m, more than doubling the first

practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million

The Close · Sep 28DTCC invests in iCapital; Adhesion waives platform and tax fees

Fidelity Investments

Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

The Morning Brief