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Thursday, October 1, 2026The Morning Brief →Sign in
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Ritik Malhotra

In PWD coverage since September 17, 2026 · 5 stories
PWD coverage
RIA

Fidelity rents Savvy a custody front end and keeps the spread

Savvy's mid-2027 platform gives Fidelity another channel into a book LPL is buying, while the balance-sheet economics stay with Fidelity.
practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price
practice · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
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