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Monday, October 5, 2026The Morning Brief →Sign in
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Fidelity

In PWD coverage since September 30, 2026 · 16+ stories
4Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Fund launch · $451 — coverage
Sep 29, 26Fund launch · $451 — coverage
Sep 22, 26Deal announcedSavvy Wealth — coverage
Sep 22, 26Deal announcedSavvy Advisors — coverage
PWD coverage
practice

Ascensus launches a participant-referral workflow for plan advisers

The recordkeeper says the tool links 401(k) savers with the adviser serving their employer plan, across a book of more than 16 million participants and $1.3 trillion in administered assets.
the_wrap · Oct 5WhiteHorse Finance puts itself up for sale, BDC Reporter reports
advisor_note · Oct 3Pontera pitches AI trust layer after OpenAI agents probe SEC sites
M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target
The Close · Oct 2SEC proposes letting RIAs self-custody crypto when no permitted custodian is available
practice · Oct 2SEC proposes custody relief for RIAs with discretionary trading authority
the_wrap · Oct 2AlpInvest registers ninth onshore secondaries fund as three continuation vehicles close unpriced
practice · Oct 2SEC proposes custody amendments, acknowledging adviser self-custody for crypto
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
move · Oct 1Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay
The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
RIA · Sep 30Pontera reframes itself as AI-agent gatekeeper as Schwab readies Charley agents
practice · Sep 30Pontera pitches an AI trust layer as Schwab prepares its Charley agent
etps · Sep 30HANetf ETCs and HSBC's RedCoin list zero assets as Franklin, Goldman seek crypto cash
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