YOUR PERSONAL BRIEF
Sales & Account Management
Thursday, October 8, 2026
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Below is Your Personal Daily Brief tailored to your interests. If you'd like to adjust it in any way, you can either respond to this email and we'll update it for you, or you can visit your Dashboard and make any changes you like.
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Microsoft brings more AI to PCs as it challenges Apple
Reuters reports Microsoft unveiled an AI coding model that can run directly on personal computers. The story also says Microsoft introduced new security technology aimed at preventing AI agents, framing the moves as a challenge to Apple.
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Fidelity’s New Custody Minimum Impacts 1,150 RIAs
The Daily Upside reports Fidelity told RIAs that, beginning June 30, 2027, firms must hold at least $100 million in client assets on Fidelity’s platform to continue using it as a custodian—a threshold that previously applied only to advisors newly joining the platform and now extends to all firms.
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Stay informed, and we'll see you in the next edition.
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