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Saturday, October 3, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
custodian

Fidelity Investments

In PWD coverage since September 28, 2026 · 16+ stories
6Deals on our tracker
Deal recordFull tracker →
Sep 28, 26Fund launchFidelity Real Estate Debt Opportunities Fund II · $451M — coverage
Sep 28, 26Fund launchFidelity Real Estate Debt Opportunities Fund II · $451M — coverage
Sep 27, 26Fund launchAdhesion Wealth · AssetMark — coverage
Sep 27, 26Fund launchAdhesion Wealth · AssetMark — coverage
Sep 23, 26Deal announcedSavvy Wealth — coverage
Aug 31, 26Deal announcedBlackRock · Orion · Vanguard Group — coverage
PWD coverage
Features

Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Concurrent announced its first platform purchase and HB Wealth closed a Texas deal this week as the June 2027 deadline makes sub-scale firms sale candidates.
the_wrap · Oct 2Oaktree closes $2bn asset-backed fund as four managers still report zero sold
move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move
move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody
RIA · Oct 1Fidelity gives custody clients below $100 million until June 2027 to grow
move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline
RIA · Sep 30Bruce Markets plans weekend U.S. equity trading, pending regulatory approval
active · Sep 29Derivative ETF assets reach $214 billion as covered calls lead derivative-heavy launches
funds · Sep 29Reach Capital floats €1bn-a-year GP-led budgets for CDPQ and Allianz
investments · Sep 29Fidelity's real estate debt fund files $451 million; Värde and Barings leave size blank
investments · Sep 29Fidelity files $451 million real estate debt fund; Northern Trust files $33 billion vehicle
funds · Sep 29Fidelity launches $451 million debt fund as three continuation vehicles close without disclosed prices
funds · Sep 29Fidelity closes second real estate debt fund at $451m, more than doubling the first
practice · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
The Close · Sep 28DTCC invests in iCapital; Adhesion waives platform and tax fees
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