custodian
Fidelity Institutional
In PWD coverage since August 26, 2026 · 1 story
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Arrivals
None tracked.
PWD coverage
Deals & PE
Vanguard's Altruist buy is a bet on tax season
The fund giant gains an RIA platform, an AI tax tool, and a seat in a custody fight it never won on cost alone.