From the wall of: Fidelity
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Betterment waives fee to win custody business from Fidelity RIAs

Betterment is waiving fees to capture custody business from Fidelity RIAs, according to InvestmentNews. This likely impacts our teams in Boston and Westlake, especially in BU where competition for clients is fierce. i expect some conversations around how we can enhance our offerings in response to this move

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