https://riabiz.com https://riabiz.com/a/2026/10/5/schwabs-jon-beatty-is-one-custody-head-offering-a-port-in-the-storm-after-fidelity-unmoors-its-sub-100m-rias-and-altruists-jason-wenk-apexs-bill-capuzzi-and-tradepmrs-r-scott-victoria-are-among-others RIABiz en 2026-10-05T23:27:25.219000+00:00 Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among others