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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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Michael Kitces

In network coverage since September 17, 2026 · 16+ stories
Network coverage
move

Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

The offer has no asset minimum and a June 30, 2027 sign-up deadline; Fidelity set a $100 million threshold for staying on its platform.
move · Oct 7Fidelity gives RIAs under $100 million until June 2027 to leave custody
practice · Oct 6Pontera floats itself as AI's trust layer for 401(k) access
practice · Oct 6Fidelity ends custody for sub-$100 million RIAs, with June 2027 exit
move · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
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
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