Citywire This Week in Wealth

What Fidelity's AUM hike means for RIAs and rival custodians

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Fidelity has raised its custodial minimum to $100m, giving RIAs until June 30, 2027, to meet that new requirement or face removal from the platform. It's a move with wider ramifications for hundreds of RIAs, rival custodians, and one that might redefine what it means to be a small wealth manager. This Week in Wealth unpacks it all.
The team also shares its biggest takeaways from its week in Austin, Texas, hosting CEOs and CIOs from some of the fastest-growing and most notable RIAs in America. Oh, and Ian is back from safari. Happy Friday!
9 Oct English United States Investing

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