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Wednesday, October 7, 2026The Morning Brief →Sign in
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Axos Advisor Services

In network coverage since October 2, 2026 · 3 stories
Network coverage
RIA

Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

Betterment waives platform fees through 2028, Axos targets every advisor custodying at Fidelity, and Schwab cites 11,000 sub-$100 million firms already on its platform.
Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies
Moves · Oct 2TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
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