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Sunday, October 4, 2026The Morning Brief →Sign in
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XY Planning Network

In PWD coverage since September 10, 2026 · 5 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 9, 26Deal announcedWealthtender — coverage
PWD coverage
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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
portfolio · Sep 25The 4% rule sets the floor; the ratchet handles the upside
portfolio · Sep 17The blended risk score averages away the binding constraint
practice · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly
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