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Jason Wenk

In PWD coverage since September 1, 2026 · 16+ stories

PWD coverage

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Fidelity gives custody clients under $100 million until June 2027 to move

The company confirmed the letters, and the alternatives advisors named so far carry conditions of their own.

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

RIA · Sep 24Altruist puts pre-IPO access where the record lives

move · Sep 22Altruist's AI head start makes custody choice a technology bet

RIA · Sep 22Schwab bought AI access; Altruist owns the client record

RIA · Sep 21Schwab's Claude deal sells data terms, not a better model

RIA · Sep 10Altruist's real-time API makes custody a data business

practice · Sep 3Altruist's $3,600 AI planner takes aim at planning's Big Three

Deals & PE · Sep 2The private-markets gateway is now the M&A target

practice · Sep 1Altruist's AI planner is a retention test

practice · Sep 1Vanguard's Altruist deal makes the renewal the real test

RIA · Sep 1Altruist pushes Hazel into full financial planning

The Close · Sep 1Hazel turns the financial plan into a commodity

RIA · Sep 1Altruist's AI planner is a wedge into rival custodians