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Michael Kitces

In network coverage since October 6, 2026 · 16+ stories

Network coverage

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Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

The directory's 244 listings include 123 agents and 121 MCP servers, following a September wave of official connectors from wealthtech platforms.

practice · Oct 20Michael Kitces: AI's main effect will be deeper client engagements

Moves · Oct 16XYPN opens president search as Vince Hockett set to retire in spring 2027

move · Oct 15Schwab Advisor Services net new assets rise 47% in Q3

practice · Oct 15Kitces & Carl argue an irrevocable decision can beat a reversible one

move · Oct 9Fidelity plans $100 million RIA custody minimum with June 2027 deadline

practice · Oct 9XYPN AdviceTech judges press six finalists on fit with existing systems

move · Oct 9Advisors under Fidelity's $100 million custody minimum face months of repapering

move · Oct 7XYPN registration pipeline hits 110 firms as rollup advisors join

Moves · Oct 7XYPN has 110 firms working toward registration, up from 60 a year earlier

move · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity

move · Oct 7Fidelity gives RIAs under $100 million until June 2027 to leave custody

practice · Oct 6Pontera floats itself as AI's trust layer for 401(k) access

move · Oct 6Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026

practice · Oct 6Fidelity ends custody for sub-$100 million RIAs, with June 2027 exit

move · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.