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Michael Kitces

In PWD coverage since August 25, 2026 · 16+ stories

PWD coverage

exit

Fidelity tells sub-$100 million RIAs to grow or move by June 2027

The notices went to affected firms, and the threshold counts assets held at Fidelity rather than total firm AUM.

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

move · Oct 1Fidelity tells sub-$100 million RIAs to leave, with no fee option 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

practice · Oct 1Kitces & Carl's 200th episode: how advisors explain a fee when the value is intangible

portfolio · Sep 25The 4% rule sets the floor; the ratchet handles the upside

practice · Sep 22The videos won 80,000 followers; the offer won the clients

portfolio · Sep 17The blended risk score averages away the binding constraint

practice · Sep 17Ask what the decision solved before you call it a mistake

RIA · Sep 15Referral flow runs on client tenure, not advisor effort

exit · Sep 3The 3X lure that keeps founders from exiting

practice · Sep 1The pillow test guiding a $3.6B RIA

book · Aug 29Respect the client's mental hierarchy to win retirement plans

portfolio · Aug 29Probability-based guardrails would require 3% where Guyton-Klinger implies 28%

practice · Aug 25Your brand already exists. Go where the yeses are.