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Wednesday, October 7, 2026The Morning Brief →Sign in
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R. Scott Victoria

In network coverage since October 5, 2026 · 2 stories
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Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

The custodian says it already serves 11,000 micro-practices, but stops short of a promise as Apex, Altruist and Robinhood's TradePMR also say they are open.
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
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