AssetMark Sees Opportunity in Fidelity's $100M AUM Custody Minimum
By Dinah Wisenberg BrinThe TAMP's in-house custody service uses the investment giant on the back end.
October 07, 2026
Fidelity's $100M Floor Exposes a Hard Truth for RIAs: Consultant"Your custodian is not your friend," consultant Timothy Welsh wrote after Fidelity announced its new AUM threshold.
October 01, 2026
Fidelity Sets $100M AUM Minimum for RIAsRIAs with client assets at Fidelity have until June 30 to meet the requirement.
September 17, 2026
The Key to Peace of Mind About the Future Isn't Wealth"Transition readiness" is more about certain behaviors than about net worth, Fidelity finds.
September 08, 2026
401(k) Sponsors Increasingly Rely on Advisors: StudyAdvisors, in turn, are expanding their retirement plan service offerings, Fidelity finds.
September 08, 2026
10 Retirement Savings Stats From a Record-Breaking Q2: FidelityAverage IRA, 401(k) and 403(b) balances reached record highs, the plan giant's latest analysis finds.
September 03, 2026
Pontera Expands Platform to Support Non-Discretionary Retirement AdviceThe announcement comes amid an ongoing dispute over held-away account access.
September 02, 2026
Schwab Sets $10M Minimum for New Long-Short AccountsSchwab is tightening access to the tax-saving strategies for the third time in recent months.