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Jon Beatty

Schwab Advisor Services · Reported Oct 7
In network coverage since September 14, 2026 · 6 stories
Network coverage
move

Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

The offer has no asset minimum and a June 30, 2027 sign-up deadline; Fidelity set a $100 million threshold for staying on its platform.
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum
move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients
RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
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