A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Monday, October 12, 2026The Morning Brief →Sign in
other

Interactive Brokers

In network coverage since August 24, 2026 · 6 stories
Network coverage
move

Fidelity says a few hundred advisory firms face its $100 million custody cutoff

Affected firms hold less than 1% of the $5.8 trillion Fidelity administers across 3,300 RIAs, family offices and broker/dealers.
practice · Oct 6RQD gets a boost as Fidelity sets $100 million custodian minimum
advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down
move · Sep 9IBKR pitches RIAs with a fee page and a promise
practice · Sep 8Senators to FINRA: make transfer locks a rule
practice · Aug 24Senators press FINRA to require account transfer locks
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.