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Wednesday, October 7, 2026The Morning Brief →Sign in
custodian

Schwab Advisor Services

In network coverage since September 14, 2026 · 16+ stories
8Deals on our tracker
Deal recordFull tracker →
Sep 20, 26Deal announcedAnthropic · Charles Schwab — coverage
Sep 20, 26Deal announcedAnthropic — coverage
Sep 20, 26Deal announcedAnthropic — coverage
Sep 20, 26Deal announcedAnthropic — coverage
Sep 14, 26Deal announcedAnthropic — coverage
Sep 13, 26Deal announcedAnthropic — coverage
Sep 13, 26Deal announcedAnthropic — coverage
Sep 13, 26Deal announcedAnthropic — coverage
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.
practice · Oct 6Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools
practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price
move · Sep 22Altruist's AI head start makes custody choice a technology bet
RIA · Sep 22Schwab bought AI access; Altruist owns the client record
practice · Sep 21Schwab's Q4 connector is where Claude's advisor pitch gets tested
The Close · Sep 21Whoever writes the AI data terms keeps the client record
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
The Close · Sep 21Schwab's Claude exclusive is a standards play with an expiry date
move · Sep 17Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points
practice · Sep 14Schwab's Claude exclusive puts a $4,800 AI seat on 16,000 RIAs
RIA · Sep 14Schwab's Claude exclusive buys queue position, not a better model
practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
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