YOUR PERSONAL BRIEF
Sales & Account Management
Friday, October 2, 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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Fidelity says it will end custody relationships with RIAs under $100M
Fidelity told RIAs with less than $100 million in client assets they have until June 30, 2027 to exceed that threshold to keep using it as a custodian; the announcement applies the firm's $100 million minimum retroactively to existing firms and notes Fidelity currently has a $100 million minimum to join its custodial services.
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Stay informed, and we'll see you in the next edition.
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