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custodian

Pershing

In network coverage since August 21, 2026 · 14 stories

Network coverage

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Docupace launches Next 1.0; Focus Financial names Nevis its AI platform

Docupace says existing workflows and document history carry forward, while Focus made an undisclosed but “significant investment” in Nevis.

RIA · Oct 13State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs

move · Oct 6Small RIAs weigh joining a network to clear Fidelity's $100 million minimum

move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody

practice · Sep 23Savvy's custody pitch is software over Fidelity's rails

RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software

move · Sep 22Altruist's AI head start makes custody choice a technology bet

RIA · Sep 22Schwab bought AI access; Altruist owns the client record

practice · Sep 8Salesforce bets advisor AI on follow-through, not note-taking

sponsors · Aug 27Origin's interval fund puts $159.7 million to work in six weeks

practice · Aug 26Vanguard-Altruist deal hands RIAs a custody negotiating lever

The Close · Aug 24The Custody Handoff Is the Talent War's New Front

Moves · Aug 24The custody layer gets its own talent war

portfolio · Aug 21Schwab's crypto line forces advisors to pick a side

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