A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIYou’re reading this editionFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ETF PROAI
Sign in
IVV772.35▲ 0.30%SPY769.05▲ 0.34%VOO522.67▼ 0.95%QQQ717.63▼ 0.10%VTI281.03▼ 0.75%IEFA96.71▲ 0.78%GLD377.65▼ 0.54%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IWF125.62▲ 0.18%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK185.44▼ 0.28%IJH72.73▼ 0.41%SGOV100.62▲ 0.00%BND73.05▼ 2.74%IJR137.78▼ 0.26%ITOT167.42▼ 0.07%RSP210.26▼ 0.50%VIG194.19▼ 1.95%IWD251.42▼ 0.49%IVW142.36▲ 0.11%VWO46.57▼ 2.68%IWM275.78▲ 1.66%EFA103.69▲ 0.80%VXUS61.85▼ 4.46%VGT582.30▼ 0.72%VO262.71▼ 0.42%
custodian

National Financial Services LLC

In network coverage since September 23, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal announcedSavvy Wealth — coverage
Sep 22, 26Deal announcedSavvy Wealth — coverage
Network coverage
move

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.
RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline
practice · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
THE DESK BRIEF

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