A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailyYou’re reading this editionETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ESG Capital Daily
Independent Intelligence on Sustainable Investment Capital
Thursday, October 1, 2026The Morning Brief →Sign in
person

Mark Casady

In PWD coverage since September 17, 2026 · 4 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.
Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived
exit · Sep 18Three exits, three prices, one book
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from ESG Capital Daily, in your inbox every weekday. Free.