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Fidelity

In network coverage since October 19, 2026 · 16+ stories

5Deals on our tracker

Deal recordFull tracker →

Oct 1, 26Deal closed — coverage

Sep 29, 26Fund launch · $451 — coverage

Sep 29, 26Fund launch · $451 — coverage

Sep 22, 26Deal announcedSavvy Wealth — coverage

Sep 22, 26Deal announcedSavvy Advisors — coverage

Network coverage

RIA

PHP2Shell flaws put RIA website vendors under 72-hour breach-reporting duty

Under Reg S-P, a website vendor has 72 hours to report a breach to the firm, which then has 30 days to notify clients.

book · Oct 22Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare

practice · Oct 22Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs

practice · Oct 21Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout

The Close · Oct 21Focus Financial Partners adds Nevis AI platform; Modera launches Mira

RIA · Oct 21Focus Financial Partners adds Nevis as AI platform nine months after Jump

investments · Oct 21Devenir: invested HSA balances top $100 billion, 52% of assets

etps · Oct 21BlackRock files for iShares Bitcoin Managed Protect ETF using $65 billion IBIT

the_tape · Oct 21ETP launches reach 1,159 by Oct. 20; Nasdaq lists five new ETFs

The Close · Oct 20Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

portfolio · Oct 20AssetMark adds two private equity interval funds, taking shelf to six

practice · Oct 20Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening

etps · Oct 20Spot bitcoin ETFs net $526.6 million Monday as BlackRock's IBIT drew $665.2 million

RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening

The Close · Oct 19Fidelity's $100M custody minimum leaves 706 of 986 RIAs below it, PWD reports

policy · Oct 19ICI CEO Eric Pan sets June 30, 2027 departure as board seeks successor

THE DESK BRIEF

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