Brooke Southall
Founder and Reporter at RIABiz
RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Articles
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1 week ago |
riabiz.com | Brooke Southall |Oisin Breen
Envestnet drops plan -- for now -- to enter RIA custody, opting for 'deepened integrations' with Fidelity, Schwab, and Pershing in first major reveal since Bain Capital buyout New CEO Chris Todd promises technology, solutions, insights and partnership with custodians, also including Goldman Sachs, Altruist and Axos Chris Todd: We have the infrastructure to continue to lean in and develop the products and solutions advisors need. Keith Girard contributed to the editing of this article.
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1 week ago |
riabiz.com | Brooke Southall |Oisin Breen
Envestnet drops plan to enter RIA custody, opting for 'deepened integrations' with Fidelity, Schwab, and Pershing in first major reveal since Bain Capital buyout New CEO Chris Todd promises technology, solutions, insights and partnership with custodians, also including Goldman Sachs, Altruist and Axos Chris Todd: We have the infrastructure to continue to lean in and develop the products and solutions advisors need. Keith Girard contributed to the editing of this article.
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2 weeks ago |
riabiz.com | Brooke Southall
Schwab's 'superhighway' project could supercharge RIA business, yet fees elicit sticker shock and its leap to RIA 'support' channel may test critical alliances Schwab's 'ProDirect' is aimed at winning sub-$300-million stockbrokers, possibly from IBDs, but a whole world of symbiotic networks may feel the heat of competition from their RIA custodian Brad Losson: ‘We want to create not just a path but a superhighway to independence. Keith Girard contributed to the editing of this article.
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2 weeks ago |
riabiz.com | Brooke Southall |Rogers Crowley
Fidelity piloted 'free-money' 401(k) matches for eight years before going live last year; now Schwab is 'bolting-on' a third-party gizmo and imitating its rival with the launch of its own program Big 401(k) recordkeepers are racing to avail plan participants of billions in cash employers are eager to funnel to them under new scheme unlocked by the SECURE Act 2.0 Louis Harvey: ‘Fidelity adds value for employers that translates into profits.’Keith Girard contributed to the editing of this article.
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3 weeks ago |
riabiz.com | Brooke Southall
Addepar finally confirms massive 'G' raise months past closing, but with terms intact and previously unnamed PE firm as co-lead; analyst calls it 'positive sign' The Mountain View, Calif. firm had the $230 million lined up in January, expected to announce late February, but broke the news today. Eric Poirier: Our focus has been on building a unified platform. Keith Girard contributed to the editing of this article.
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Focus unwinds another RIA hub and adds, again, to Adam B's internal empire • Top SSGA alts exec resigns after fund kerfuffle • SEC and judge deliver one-two ordering Vanguard to pay investors' legal fees https://t.co/x6tEWJ7Y69
Schwab's 'superhighway' project could supercharge RIA business, yet fees elicit sticker shock and its leap to RIA 'support' channel may test critical alliances https://t.co/tsGWoWNM9r
Fidelity piloted 'free-money' 401(k) matches for eight years before going live last year; now Schwab is 'bolting-on' a third-party gizmo and imitating its rival with the launch of its own program https://t.co/UzQw2fN4MO