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Tuesday, October 20, 2026The Morning Brief →Sign in
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Axos

In network coverage since October 6, 2026 · 7 stories
Network coverage
The Close

Fidelity's $100M custody minimum applies to 986 RIA relationships; 706 fall short

Betterment's wrap-fee waiver for Fidelity RIAs carries the same June 30, 2027 deadline.
practice · Oct 16Docupace launches Next 1.0; Focus Financial names Nevis its AI platform
Data · Oct 14Fidelity extends $100M custody minimum to 986 RIA relationships
Data · Oct 10Betterment waives full wrap fee for RIAs at Fidelity
move · Oct 7Fidelity says a few hundred advisory firms face its $100 million custody cutoff
The Close · Oct 7Fidelity extends $100 million custody minimum to 986 existing RIA relationships
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
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